OUR MISSION STATEMENT
Excellence in family wealth planning for your family’s unique goals
Excellence in family wealth planning for your family’s unique goals
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Jody uses a holistic wealth management approach for his clients leveraging the vast number of global resources at Morgan Stanley Wealth Management. Specific areas of focus include endowments, foundations, high net worth individuals, family businesses, law practices, land preservation trusts, structured settlements, and special needs trusts. His practice focuses on the asset and liability side of the balance sheet engaging the Consulting Group, Morgan Stanley Private Bank, Alternative Investments Group, and The Wealth Planning Centers. In a typical case, expertise is applied using financial planning techniques, asset management skill and acumen, tailored liability solutions, tax minimization products and strategies, wealth transfer techniques, and estate planning.
Prior to joining Morgan Stanley, Jody was a Vice President – Investments with UBS Financial Services, Inc. in Montgomery, Alabama, Atlanta, Georgia, and Asheville, North Carolina. He served as a member of the UBS PACESETTER Recognition Council, distinguishing him as one of the Firm’s leading financial advisors.
Jody graduated from the University of Alabama with a Bachelor of Science in Commerce and Business Administration. He later received a Master of Arts in Finance from The Manderson School of Business at The University of Alabama with concentrations in Investment Management, Global Real Estate, and Global Capital Markets. He formerly served on the Board of Directors of the Alabama Shakespeare Festival and was part of their Act II Crew. Jody is a member of The Director’s Circle at The Montgomery Museum of Fine Art and he recently worked on the Director’s Circle Membership Committee helping the 2011 campaign. He is a member of the First United Methodist Church in Montgomery, AL, where he attends with his two sons, Duncan, Thomas, and wife, Mahaley.
Securities Agent: AL, CA, DC, DE, FL, GA, KY, MI, MS, NC, NH, NJ, NY, SC, TN, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
Upon graduation from the University of Alabama with an Accounting degree, Sommer traveled the country advising internal clients about operational and financial management. However, this job left her dissatisfied; she was working with a media holdings company and realized the probability to impact those around her was small. “I wanted to create change, see a difference, ignite my passion and work with real people”. She went on to obtain her Master in Business Administration and Certified Public Accounting designation. She was then offered an opportunity to embrace her passion of helping others and has been with Morgan Stanley ever since. Instantly she realized this opportunity was not a career, but a calling. Financial planning for Sommer was the perfect balance to bring right-brain vision to the more practical areas of knowledge like numbers and goals. Every individual has worth, both tangible and intangible, her process here at Morgan Stanley strives to capitalize on both. Her targeted clientele comprises the young professional just starting out; female executives and business owners looking for edge and thoughtful planning; and those going through the transition of divorce or the loss of a spouse. In each of her clients she is always reminded of her own story and can see a little of herself and the strong women that helped shape who she is today.
Among the many diverse clients she services, she finds passion specifically focused on “Women New to Wealth”. Every day, she gains more insight on how to educate clients on the financial implications of divorce settlements and help them navigate the unique short term effects and long term impacts of divorce. We all face hard times and we should never face those obstacles alone. Your financial path should be no different. She is lucky to be married to an amazing man, Bert and they have one son, Ford. She is involved in various organizations, very active in her church community and passionate about the arts.
Securities Agent: AL, CA, DC, DE, FL, GA, KY, LA, MI, NC, NH, NJ, NY, SC, TN, TX, VA; General Securities Representative; Investment Advisor Representative
Ako VanDevander serves as the Registered Associate and assists with cash management solutions for the team. She is originally from Okinawa, Japan, but grew up mostly in Tulsa, OK in a military family.
Ako received her bachelor’s degree in Business Administration in 2013 and comes from a banking and investment background, previously working as a bank financial advisor. She is currently married to an Airman and has two small children, Vanessa and Jackson.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Creating customized financial strategies for the challenges that today's families face.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Providing clients access to sustainable investing products and strategies while also pioneering solutions to our global challenges.
Bringing you revealing stories about the world of business, finance, technology and beyond.
An interactive, engaging online education program designed to help the next generation become financially responsible adults.
Discover a more rewarding way to manage your everyday finances. Access benefits, savings, and enhanced services from your Morgan Stanley Financial Advisor.
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