Jessica Bellamy, CFA®
Financial Advisor, Senior Vice President, Wealth Management
Phone:
(843) 727-7741(843) 727-7741
The RWB Group at Morgan Stanley
Direct:
(843) 727-7700(843) 727-7700
Our Story and Services
"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."
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
We believe effective wealth management benefits from deep experience, specialized skills and an integrated approach—tailored to each client’s goals and circumstances.
Our team brings experience across wealth management and broader financial markets. We built our practice around four core areas:
investment advice, financial planning, tax-aware investing considerations and balance-sheet strategy. While each area is valuable on its own, we believe integrating them can help create a more coordinated strategy.
At Morgan Stanley, we can draw on a broad platform of resources and specialists—across investments (including alternative investments for eligible investors), planning, risk management/insurance, and trust, estate and philanthropic planning support—in coordination with your tax and legal advisors. In addition, Morgan Stanley’s Global Investment Manager Analysis (GIMA) team evaluates and monitors certain investment products for use in applicable advisory programs.
We also consider both sides of the balance sheet. Where appropriate, we can evaluate cash management and lending solutions, including access to resources through Morgan Stanley Private Bank.
Our team brings experience across wealth management and broader financial markets. We built our practice around four core areas:
investment advice, financial planning, tax-aware investing considerations and balance-sheet strategy. While each area is valuable on its own, we believe integrating them can help create a more coordinated strategy.
At Morgan Stanley, we can draw on a broad platform of resources and specialists—across investments (including alternative investments for eligible investors), planning, risk management/insurance, and trust, estate and philanthropic planning support—in coordination with your tax and legal advisors. In addition, Morgan Stanley’s Global Investment Manager Analysis (GIMA) team evaluates and monitors certain investment products for use in applicable advisory programs.
We also consider both sides of the balance sheet. Where appropriate, we can evaluate cash management and lending solutions, including access to resources through Morgan Stanley Private Bank.
At Morgan Stanley, we value the comprehensive nature of our clients' relationships with us and offer Relationship-Based Pricing. This approach considers the entirety of a client's engagement with us, including advisory relationships and lending situations, rather than evaluating a loan request in isolation. Our aim is to provide a holistic experience that acknowledges our clients' overall involvement while adhering to appropriate risk standards.
Home Loans
Morgan Stanley home loans can be used to support a wide range of residential financing needs, including the purchase of a primary residence or second home, refinancing an existing mortgage, or accessing home equity for qualified purposes. In many cases, clients explore home lending as part of a broader wealth plan—aligning monthly cash-flow needs, liquidity preferences, and longer-term balance sheet goals. Home lending may also be relevant when a client is relocating, transitioning between homes, or seeking to structure financing while keeping investment assets positioned for long-term objectives.
Securities Based Lines of Credit
We offer Liquidity Access Lines (LAL) to provide borrowing capacity from eligible assets, which may help avoid the need to liquidate investments. Clients might consider using an LAL for short-term liquidity needs, major planned expenses such as taxes, capital call commitments, or large purchases, and situations where speed and flexibility are important, like making cash offers on homes in competitive markets. For executives with concentrated or restricted stock/options, an LAL can serve as a versatile tool. It may also be used for business-related needs, such as providing working capital or managing cash-flow variability, subject to eligibility and underwriting.
A Bespoke Approach
Tailored Lending is designed to address complex borrowing needs where a standard structure may not be suitable. This approach can involve customized terms, structures, and collateral solutions that consider a client's overall financial situation, potentially including multiple asset types, unique liquidity events, concentrated positions, or sophisticated cash-flow planning. Tailored solutions might be used to fund capital facilities, provide access to capital markets, finance significant purchases, support strategic investments, or facilitate estate or tax planning strategies. These solutions are often utilized in ultra-high-net-worth or institutional client scenarios where the scale and complexity of assets require customized structuring.
Honoring Your Family's Commitment To Us
At Morgan Stanley, we value the comprehensive nature of our clients' relationships and offer Relationship-Based Pricing. This approach considers the entirety of a client's engagement with us, including advisory relationships and lending situations, rather than evaluating a loan request in isolation. Our aim is to provide a holistic experience that acknowledges our clients' overall involvement while adhering to appropriate risk standards.
Executives and senior leaders often face complex financial decisions that benefit from strategic planning—such as managing tax considerations, liquidity needs, concentrated equity/compensation positions and legacy planning. We help by developing a coordinated strategy and implementing solutions across your portfolio and balance sheet, including tax-aware investing considerations, cash management and lending solutions (as appropriate), insurance/risk management reviews with specialists, and trust & estate and philanthropic planning support—in close coordination with your tax and legal advisors.
Cash Management Services
In addition to your Financial Advisors, our Client Service Team is here to help with day-to-day servicing needs—including time-sensitive money movement. For clients who invest in private fund structures, that can include coordinating timely funding needs, such as capital calls. We can help you use tools like Morgan Stanley Online and Mobile, along with available cash management services (e.g., ACH and wires), so you have convenient access to your accounts and the ability to move money—supported by a dedicated team member.
Lending Needs
The RWB Group works with clients whose net worth may be concentrated in less liquid assets—such as low cost-basis stock, alternative investments, closely held business interests, or collectible assets. When liquidity needs arise (for example, tax payments, insurance planning needs, or major purchases), we can evaluate cash-flow and liquidity strategies, which may include lending solutions and, where appropriate, Morgan Stanley Private Bank resources. Borrowing against eligible collateral can help to provide liquidity and flexibility be appropriate for everyone.
Trust and Estate Resources
Preserving multi-generational wealth often starts with a thoughtful trust and estate plan. While we don't provide legal or tax advice, we can help you get organized, identify key planning considerations, and coordinate with your attorney and tax advisor so your time with them is as productive as possible. We can also review your overall balance sheet—including equity compensation/stock plan holdings and other concentrated positions—to help inform wealth transfer and gifting conversations with your advisors, consistent with your goals.
Location
850 Morrison Drive
Ste 800
Charleston, SC 29403
US
Direct:
(843) 727-7700(843) 727-7700
Meet The RWB Group
Will Rogers
Financial Advisor, First Vice President, Wealth Management
Phone:
(843) 727-7794(843) 727-7794
Phone:
(843) 727-7793(843) 727-7793
About Jessica Bellamy
Jessica Bellamy is a Financial Advisor with Morgan Stanley, joining the firm first in 1997 with Institutional Sales and Trading Fixed Income in New York City, where she worked on new issue syndicate for Mortgage Backed, Asset Backed and other Real Estate Debt Capital Markets. In 2004 she moved to the Derivatives Product Group at BNP Paribas working with SPV and Corporate Bond issuers to hedge inherent asset risk from loan portfolios. She rejoined Morgan Stanley as a Financial Advisor after a trip around the world between 2009-2010 and a move to Charleston.
Jessica graduated from the University of Virginia with a concentration in Government (Constitutional Law), Economics and Anthropology. She earned a Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Society of South Carolina. Aside from extensive travel, Jessica is an avid outdoors person, loves gardening, historic home renovation, and has recently learned to play the guitar during Covid. She spends time between her homes in Charleston, SC and Brooklyn, NY and a remote cabin in upstate NY.
Jessica graduated from the University of Virginia with a concentration in Government (Constitutional Law), Economics and Anthropology. She earned a Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Society of South Carolina. Aside from extensive travel, Jessica is an avid outdoors person, loves gardening, historic home renovation, and has recently learned to play the guitar during Covid. She spends time between her homes in Charleston, SC and Brooklyn, NY and a remote cabin in upstate NY.
Securities Agent: TN, NH, MD, AZ, AR, ME, CA, KY, GA, NJ, DC, SC, OR, KS, VT, PR, PA, MN, IN, IL, DE, CO, FL, WA, VA, NM, NC, UT, OH, NY, MS, MA, CT, AL, WY, WI, MO, MI, WV, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1430997
NMLS#: 1430997
About Will Rogers
Will Rogers is a Financial Advisor with Morgan Stanley responsible for covering ultra-high net
worth families with an emphasis in serving the unique needs of investment managers, finance
professionals, and institutional clients. A native of West Columbia, South Carolina, Will
attended Clemson University where he double majored in Speech & Communications, and
Psychology. A member of the Clemson Swimming Team, he earned 1st Team, All-ACC honors;
and competed in the 2000 US Olympic Trials. Upon graduation in 2001 he became a U.S. Navy
SEAL, receiving a Bronze Star among other awards during three overseas deployments.
Following his Naval service, Will attended Columbia Business School in New York where he
earned his MBA in 2010. Will subsequently headed sales for the Financing Desk within the
Global Credit Products Division of Credit Suisse where he covered private equity and hedge fund
clients before ultimately joining Morgan Stanley Wealth Management in 2016.
Outside of his professional responsibilities, Will is passionate about travelling around the United
States with his wife, Karen, and their two children, Sabo (12) and Scout (10). As active
‘Recreation Vehicle Enthusiasts’, they have visited 43 National Parks across 40+ states since 2020.
worth families with an emphasis in serving the unique needs of investment managers, finance
professionals, and institutional clients. A native of West Columbia, South Carolina, Will
attended Clemson University where he double majored in Speech & Communications, and
Psychology. A member of the Clemson Swimming Team, he earned 1st Team, All-ACC honors;
and competed in the 2000 US Olympic Trials. Upon graduation in 2001 he became a U.S. Navy
SEAL, receiving a Bronze Star among other awards during three overseas deployments.
Following his Naval service, Will attended Columbia Business School in New York where he
earned his MBA in 2010. Will subsequently headed sales for the Financing Desk within the
Global Credit Products Division of Credit Suisse where he covered private equity and hedge fund
clients before ultimately joining Morgan Stanley Wealth Management in 2016.
Outside of his professional responsibilities, Will is passionate about travelling around the United
States with his wife, Karen, and their two children, Sabo (12) and Scout (10). As active
‘Recreation Vehicle Enthusiasts’, they have visited 43 National Parks across 40+ states since 2020.
Securities Agent: VT, WV, OH, SD, MD, TN, MS, IN, ID, AZ, SC, NH, MA, IL, GA, FL, DC, WY, UT, TX, KY, PA, MI, NV, AL, WA, PR, NM, MN, KS, CT, VA, OR, NJ, MT, CO, AR, NY, ME, WI, NC, MO, DE, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1605677
NMLS#: 1605677
About Taylor Wootton
Taylor Wootton is a Financial Advisor with Morgan Stanley in Charleston, South Carolina, joining the firm in 2017. His entire career has been within the wealth management industry, advising endowments, corporations, retirement plans and individuals on all aspects of their balance sheet – investments, credit lines, cash management and trust & estate planning strategies. Taylor is dedicated to the priorities of the clients he covers and provides personalized wealth management strategies to help achieve their financial objectives.
Prior to Morgan Stanley, he spent six years with the J.P. Morgan Private Bank in New York City, working with many of the most prominent families in the region. He brings an institutional approach to the investment management process and a high level of service to all of his clients. Taylor earned the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Society of South Carolina. He graduated with a BS in Commerce from the McIntire School of Commerce at the University of Virginia, where he concentrated in both finance and accounting.
When he is not in the office or with clients, Taylor loves being active outside. Some of his favorite activities are surfing, swimming, fishing, tennis, golf, and trying new restaurants with his wife, Christie. They live in Mt. Pleasant with their two daughters, Claire and Lily, and son, Quinn.
Prior to Morgan Stanley, he spent six years with the J.P. Morgan Private Bank in New York City, working with many of the most prominent families in the region. He brings an institutional approach to the investment management process and a high level of service to all of his clients. Taylor earned the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Society of South Carolina. He graduated with a BS in Commerce from the McIntire School of Commerce at the University of Virginia, where he concentrated in both finance and accounting.
When he is not in the office or with clients, Taylor loves being active outside. Some of his favorite activities are surfing, swimming, fishing, tennis, golf, and trying new restaurants with his wife, Christie. They live in Mt. Pleasant with their two daughters, Claire and Lily, and son, Quinn.
Securities Agent: OH, MO, MD, FL, CA, NY, NV, NJ, KS, AL, WI, VT, TN, PA, NC, KY, IL, DE, AR, WA, NM, MS, WY, MN, MI, WV, SC, PR, ME, IN, GA, AZ, VA, OR, MA, DC, CT, CO, TX, UT, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 1696798
NMLS#: 1696798
Contact Jessica Bellamy
Contact Will Rogers
Contact Taylor Wootton
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact The RWB Group today.
1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
