Jbara and Rogers Financial Management Group at Morgan Stanley

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Jbara and Rogers Financial Management Group

OUR MISSION STATEMENT

We provide experienced leadership clients can trust to help achieve their missions in their effort to create a better financial future.

Our Story and Services

Our Story and Services

The Jbara and Rogers Financial Management Group, a team of nine experienced financial services professionals, was founded by Executive Directors and Financial Advisors Mark J. Rogers, CIMA® and Gary W. Jbara, CIMA® CRPS®, in 1984. We advise institutional organizations, high-net-worth individuals, and family offices.

Whether you are planning for the benefit of an organization or for the future of your family, we help you create a comprehensive financial strategy based on your unique investment policy.

• We provide guidance for the complex issues facing foundations and endowments through Consulting Group Institutional Services.

• We develop customized Retirement Plan Strategies such as cash balance plans and 401(k) plans for our corporate clients.

• We offer access to Family Office Services, connecting ultra high net worth investors with resources to help create family legacies, maximize family values, and enrich their lifestyle.

• We provide our private clients with Retirement Management strategies focused on downside risk mitigation and cash flow stability.

• We help develop Morgan Stanley’s Investing with Impact platform, offering investments that aim to generate market rate returns while supporting causes important to our clients.

Services Include

  • Wealth Management
  • Institutional Services
  • Endowments and Foundations
  • Retirement Planning
  • Philanthropic Services
  • Corporate Retirement Plans
  • Estate Planning Strategies
  • Trust Services*
  • Sustainable Investing
  • Planning for Special Needs Individuals
  • Corporate Pension Funds
  • 401(k) Rollovers
  • Defined Contribution Plans
  • Executive Financial Services
  • Divorce Financial Analysis
  • Alternative Investments
  • Structured Settlement Annuities
  • Life Insurance


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 35055 W. 12 Mile Rd.
  • Suite 101
  • Farmington Hills, MI 48331

  • 277 S. Rose Street
  • Kalamazoo, MI 49007

Our Clients

Clients

Our institutional clients want an experienced advisor to help navigate the complexities of today’s financial markets and regulatory environment. Consulting Group Institutional Services delivers the highest level of sophisticated financial advice, objective investment manager research, and global insights. We also offer an array of donor development services and help establish donor advised funds.

We help our corporate clients manage Retirement Plans and understand their fiduciary obligations. We help establish and administer defined contribution and cash balance retirement plans for their employees.

Our Family Office clients need access to resources and solutions designed to meet the needs of the ultra high net worth investors. Family Office Services provides resources for tax, trust and estate planning strategies; cash management and lending services, family governance; and lifestyle advisory.

Our private clients require Retirement Management strategies that consider longer life expectancy, uncertainty tied to Social Security and changes in corporate retirement plans. Asset/liability matching and utilizing investments that focus on steady cash flow in all markets help our clients reach their retirement goals. 

Many of our clients are incorporating Impact Investing into their portfolios. The portfolios we construct seek market-rate financial returns and address global challenges, helping organizations and families leave a positive legacy to future generations.

Experience

Experience

With over three decades as Financial Advisors, we believe we offer clients a depth of skills and knowledge that is seldom found in one Financial Advising team.

Through experience, training and asset growth, Mark and Gary have earned the title of Executive Director at Morgan Stanley.

Committed to providing their clients with the deepest level of investment knowledge and best practices in the industry, Mark and Gary earned their Certified Investment Management Analysts (CIMA®) designation from the Wharton School of Business at University of Pennsylvania.

Gary’s Senior Institutional Consultant title gives foundations, endowments, associations and corporations access to exclusive institutional consulting resources. The Corporate Retirement Director designation qualifies Gary to offer advanced resources and services for the administration of retirement plan, such at 401(k)’s, cash balance and defined benefit plans.

Mark and Gary are Family Wealth Directors – a certification earned by fewer than 3% of all Morgan Stanley advisors as of July 2016. They completed the rigorous training to offer clients access to ultra high net worth resources and solutions.

Mark and John serve on Morgan Stanley’s Impact Investing Champions Board. We are frequently asked to speak at conferences and in the media about Sustainable Investing. In “A Father’s Case for Sustainability on Morgan Stanley’s Institute for Sustainable Investing page, Mark discusses the importance of Impact Investing.

Working With You

Working With You

We build lasting relationships.  Mark and Gary worked together for over 30 years. Many of our clients have been with us for decades.

Your interests come first. We treat each client fairly and equally. We are committed to acting solely in YOUR best interest.

We don’t follow the herd. We provide independent investment recommendations specifically related to your investment policy and needs.

We maintain an even temperament during periods of market uncertainty.  Mark and Gary have guided clients through 30 years of market volatility. We commit to providing strong hands, communication and leadership.

Integrity matters. We maintain high ethical standards in everything we do, both in our work with the firm and in our personal lives.

Knowledge drives our process. You can leverage the deep market wisdom derived from our decades of experience, advanced certifications and the resources at Morgan Stanley. We are advisors, teachers and leaders – not salespeople.

Teamwork makes us responsive. We have a staff of six to support the two Executive Directors, Mark Rogers and Gary Jbara. Constant communication allows us to keep you informed, so together we can monitor and adjust as we progress toward your goals.

We have an eye on the future. John Rogers, Financial Advisor, provides the millennial perspective for the group. His input on Morgan Stanley’s Impact Investing Champions Board helps guide the firm’s offerings in this emerging investing style.

Awards

Awards

  • Forbes America’s Top Wealth Advisors: Forbes Magazine recently recognized Mark Rogers and Gary Jbara on its inaugural list of America’s Top Wealth Advisors: State-By-State. The award recognizes experienced Financial Advisors across the country who are setting the standard for professionalism and dedication. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.
  • Crain’s Detroit Business selected John Rogers for its 2018 “20 in Their Twenties” list of young professionals who are making a difference. John was recognized for promoting Impact Investing at the Morgan Stanley and throughout the country. Twenty in their 20's: Source: Crain's Detroit Business, May 7—13, 2018. The award is based upon a recipient's application and not upon any qualitative and quantitative criteria relating specifically to their position as a Financial Advisor. As such the award is not representative of any client's experience nor is it indicative of the Financial Advisor's future performance. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Crain’s Detroit Business in exchange for the rating.
  • Forbes Top 500 Next Generation Wealth Advisors: Forbes Magazine named John Rogers to its inaugural list of America’s Top Millennial Advisors in 2017. Rogers was one of 16 advisors from Michigan on the list. How the award is determined: The new Forbes listing is a select group of individuals who were born in 1980 or later, have a minimum of four years of industry experience, and lead or are viewed as potential leaders of their teams. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, weighing factors like revenue trends, AUM, compliance records, industry experience, and best practices learned through telephone and in-person interviews.
  • NAPA Top DC Advisor Teams: NAPA (National Association of Plan Advisors) recognized the team on its list of 2017 Top DC (Defined Contribution) Advisor Teams with AUA Over $100 Million. NAPA’s list of Top DC Advisor Teams is a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors based on the team’s defined contributions assets under management.
  • FT 400 Top Financial Advisors: The Financial Times named Mark Rogers to its list in 2013 and 2014. Gary Jbara was recognized on the inaugural Financial Times “FT 400 Top Financial Advisors” in 2013. How the award is determined: The Financial Times scored Financial Advisors primarily on six attributes: assets under management (AUM), AUM growth rate, compliance records, experience, industry certifications and online accessibility.
  • Barron’s Top 1000 Financial Advisors: Barron’s recognized Mark for five consecutive years (2009 - 2013). Gary was recognized on Barron’s list from 2009 to 2012. How the award is determined: The “Barron’s Top 1000 Advisors” is a select group of individuals who are screened on a number of criteria, including, but not limited to, assets under management, revenue produced for the Firm, quality of practice, and regulatory record.

Meet Jbara and Rogers Financial Management Group

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

Ready to start a conversation? Contact Jbara and Rogers Financial Management Group today.

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