The Walker/Gaffney Group at Morgan Stanley

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The Walker/Gaffney Group

OUR MISSION STATEMENT

Our single focus is to provide complete financial care using our experience & qualifications with financial, intellectual, & technological resources of our Firm to help you meet your life goals

Our Story and Services

Our Story and Services

James Walker, Jr. and Rita Gaffney are distinctly qualified Financial Advisors providing complete financial care to a select group of clients.

Jim and Rita have 34 and 29 years of experience respectively in the financial services industry. Our team takes a comprehensive wealth management approach to deliver customized solutions tailored to each client’s distinct goals and lifestyle aspirations.

Our comprehensive range of services includes:
- Financial Planning: Do you have a road map for your financial future?
- Wealth Planning: Do you have the right strategies in place to grow and preserve your wealth?
- Retirement Services: What do you want to do in retirement and what will it cost?
- Educational Planning: Do you want to contribute towards the education of a child or grandchild?
- Cash Flow Analysis: Will you be able to afford the lifestyle you desire?
- Estate Planning Strategies: What do you want your legacy to be?

The biggest compliment we can receive is when an existing client refers friends, family, and co-workers to our team for an initial consultation. Please be assured that we will do our utmost to meet the goals of all those who engage our services. Please email a link to our website to anyone in your life facing a wide variety of life changing events including: passing of a loved one, divorce, retirement, or family health issue.

Services Include

  • Wealth Management
  • Executive Benefit Services
  • Professional Portfolio Management
  • Financial Planning
  • Stock Option Plans
  • Retirement Planning
  • LGBT Planning Services
  • Trust Services*
  • Lending Products
  • Structured Products
  • Planning for Education Funding
  • Alternative Investments
  • Structured Settlement Annuities


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

Working With You

Working With You

At The Walker/Gaffney Group at Morgan Stanley, we have built enduring relationships spanning multiple generations by providing complete financial care and focusing on the needs of our clients.  As Financial Advisors, we are committed to building a relationship of trust in which we serve to guide our clients through the complexities of wealth management. 

We work closely with our clients to help them answer two fundamental questions we all have:
(1) Will I make it?
(2) Do I have any financial blind-spots that could harm myself or my family? 
As our relationship evolves we hope our clients regard us a trusted advisor and valued resource; there to help them make an informed decision for their well-being. 

Our singular focus and goal is to help our clients achieve their goals and objectives, providing guidance that helps their wealth support the kind of life they want to live. The Walker/Gaffney Group believes it is an honor and a privilege to serve our clients with strategies that are designed to help put their kids through school, retire comfortably, support causes they hold dear and leave a lasting legacy.

Rita's Corner

Under Construction...




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Events

Events

Under Construction...

Meet The Walker/Gaffney 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

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

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

Ready to start a conversation? Contact The Walker/Gaffney Group today.

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This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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