Our Story

Family: Family values start at home. Jacobson Wealth Management Group realizes the importance of family and is committed to the strength and wellness of their own families, while applying similar values to our business model and those we serve.

Philanthropic Endeavors: One of our goals as a team is to help improve the quality of life of those around us. We continually strive to achieve this through the many organizations we have aligned ourselves with in addition to supporting the endeavors of our clients locally and beyond.

Integrity: The dictionary defines integrity as adherence to moral and ethical principles: soundness of moral character; honesty. We are dedicated to working with our clients to help obtain their goals with these ideas foremost in our actions.

Customized Solutions: We take great pride in continually challenging ourselves to complement our vast knowledge with a broad array of tools and ideas. Utilizing these efforts to implement a cost effective, flexible model to help meet our clients’ needs is paramount in our planning for each unique situation.

Service: Exceptional service starts with an initial understanding of what is important to you as a client. We build a sustainable service model customized to you and your unique needs to help deliver it.

Experience: Our team has extensive experience in the financial arena. As a result we have learned not only to exist through the ever changing market environments but to embrace them.
Capabilities
  • Asset Management
  • Long Term Care InsuranceFootnote1
  • Lending Products
  • Planning for Education FundingFootnote2
  • Structured ProductsFootnote3
  • Estate Planning StrategiesFootnote4
  • Philanthropic Services
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $775 billion in AUM1
  • Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2023

Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Tab Image
There’s nothing common about you – not your talent, your drive, your achievements or even your challenges. From your variable income streams to your taxes, from your obligations to your aspirations, “typical” is not part of your vocabulary. You need distinctive financial strategies that match your lifestyle and career trajectory.

Global Sports & Entertainment is a dedicated division of Morgan Stanley Wealth Management that focuses exclusively on the complex financial needs of professional athletes and entertainers. Our team at Jacobson Wealth Management knows this, which is why we help you financially navigate before, during and after your professional career. With Marc Jacobson holding the title of Global Sports and Entertainment Director, our team understands your unique characteristics, earnings profile and career span.
Financial Education
The most important factor in your overall financial success is you. Which is why at Jacobson Wealth Management, we prioritize your financial education. As a team, we work to best equip you with the tools and knowledge to achieve your financial goals.

Please take a moment to view the link below that details our Money in the Making financial literacy program. The goal of Money in the Making is simple: to empower the next generation of talent with the financial resources they need to reach new heights.
Click here to learn more about Money in the Making
In the fall of 2023, Marc Jacobson and his team at Morgan Stanley presented a client event with his close friends, Greg Harden and Desmond Howard.

Greg was a Performance Coach at the University of Michigan for decades, positively impacting the lives of many athletes, including Tom Brady, Michael Phelps and Desmond Howard. He published a New York Times Best-Selling-Book detailing his lessons, titled "Staying Sane in an Insane World: How to Control the Controllables and Thrive". These life lessons apply to anyone, not just athletes.

Desmond Howard played football at the University of Michigan and went on to the win the 1991 Heisman Trophy as a Wide Receiver. He also played professionally in the NFL for many years and won the Super Bowl XXXI Most Valuable Player award. Desmond currently serves as a College Football Analyst for ESPN. Desmond's achievements would not have been possible without the lessons that Greg taught him.

During this client event, Marc moderated a discussion with Greg and Desmond centered around their lives, Greg's impact on Desmond and the lessons that Greg's book teaches. Marc, Greg and Desmond then took questions from the audience. This event was recorded and can be found in the video above. We hope you find it impactful.

Philanthropy

One of our goals as a team is to help improve the quality of life of those around us. We continually strive to achieve this through the many organizations we have aligned ourselves with in addition to supporting the endeavors of our clients locally and beyond.
Boys and Girls Club Royal Theater Playground
The Jacobson Wealth Management team committed the funding necessary to turn a parking lot into a playground for the Royal Theater Boys and Girls Club of the Suncoast. Opening day was February 28th, 2018.
Click here to watch our grand opening video
Christo Brand, Author of "Mandela: My Prisoner, My Friend"
Christo was a former South African prison guard who developed a deep friendship with Nelson Mandela during his imprisonment. The Jacobson family welcomed Mr. Brand to St Pete in 2015. Christo was able to share his story with members of the local community.
Click here to watch a news piece about Mr. Brand's visit
State Bags
Jacobson Wealth Management partnered with Desmond Howard and State Bags. For every State Bag purchased, a back pack filled with essential items was donated to the Boys and Girls Clubs of Tampa Bay to benefit a child in need.
Click here to watch our State Bags video

Location

150 2nd Avenue N
Suite 1400
St. Petersburg, FL 33701
US
Direct:
(727) 803-8787(727) 803-8787
Toll-Free:
(855) 313-4876(855) 313-4876

Meet Jacobson Private Wealth Management Group

Photo of Marc Jacobson

Marc Jacobson

Managing Director, Private Wealth Management, Private Wealth Advisor, Global Sports and Entertainment Director, NFLPA Registered Institutional Player Financial Advisor, Alternative Investments Director, Lending Specialist
Phone:
(727) 803-8787(727) 803-8787
Photo of Beth Mills

Beth Mills

Portfolio Associate
Photo of Debbie Gordon

Debbie Gordon

Portfolio Associate
Photo of Sam Green

Sam Green, CFP®*

Assistant Vice President, Wealth Management Analyst, *This role cannot solicit or provide investment advice

About Marc Jacobson

With more than 25 years of financial services experience, Marc came to Morgan Stanley in 2012. Committed to his clients, he believes that trust and confidence are the foundation for any successful relationship. Through hard work and dedication, he endeavors to exceed client expectations. He provides well-balanced solutions for each client based on their respective goals, tolerance and needs. A graduate of the University of Michigan, his experience with Bo Schembechler helped shape his commitment to integrity, ethics, and values.

As an active philanthropist, Marc has a history of mentoring children. He served as Chairman of the Board for All Children’s Hospital Foundation and Boys and Girls Clubs of Tampa Bay Foundation and on the board of The Vinny LeCavalier Foundation focusing on pediatric cancer. Marc currently serves on the Advisory Council of the World Federation of Youth Clubs, the Executive Board of the Boys and Girls Clubs of Tampa Bay, and the Board of The Uniform Funding Foundation. In addition, Marc founded a Social Justice Coalition with global reach aimed at generational change.

Marc and his wife Lisa have two sons, Jordan and Eric.
Securities Agent: AZ, WV, NC, NY, MT, MN, MI, MD, IL, CA, TX, OH, KY, HI, UT, DE, AL, MA, AR, NJ, NH, MO, VA, TN, PA, IN, KS, WA, WI, SC, NV, ID, GA, FL, CT, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1253082

About Beth Mills

Beth and Marc have worked together since 1999.  She has been in the financial services industry for 30 years.  With responsibility for the day-to-day operation of our office, she has a strong dedication and commitment to each of our clients.  In her free time, Beth volunteers with the American Legion Auxiliary and USO.  She has a daughter, Katie, who attends the University of Tampa.

About Debbie Gordon

Debbie Gordon has a wealth of experience in the financial service industry, having begun her career over 20 years ago.  Debbie has a Series 7 and 65 licenses, and has served in a variety of past capacities including:  operations, branch administration, and client service functions.

Debbie joined the Jacobson Wealth Management Group in August of 2012 as a Sr. Registered Associate where she focuses on high level administrative and customer service.  

Debbie lives in Tierra Verde, Florida with her husband Blake and son Jeffrey.   In her spare time she enjoys the outdoors and traveling to see her family and friends.

About Sam Green

Sam joined the Jacobson Wealth Management Group in 2015. He is a graduate from the University of Virginia’s McIntire School of Commerce with degrees in Finance and Economics. Sam’s love for both helping people and the financial services industry led him to join the team. He strives to make positive differences in clients’ lives with hard work and strong attention to detail. Sam develops financial plans and conducts industry research, helping round out the team’s high-end service model. He lives in St. Petersburg and in his spare time, enjoys giving back to the community, spending time with family and friends, and following his favorite sports teams.

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Learn More about Managing Significant Wealth
Funding Climate Action: Pathways for Philanthropy
Article Image

Funding Climate Action: Pathways for Philanthropy

Share a new report in collaboration with the Aspen Institute. The report aims to help climate-oriented philanthropists explore critical issues and align their wealth management strategies with their environmental impact ambitions.

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.
Learn More about Insights and Outcomes
Larry Fitzgerald Jr.'s Playbook on Leadership and Values
Article Image

Larry Fitzgerald Jr.'s Playbook on Leadership and Values

The renowned NFL wide receiver shares insights on aligning your investments with your values.

Private Wealth Management Podcast

Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
  • Intergenerational Planning
  • Philanthropic Giving
  • Non-Traditional Assets
  • Managing Family Wealth
Learn More about Private Wealth Management Podcast
LISTEN | Passion Assets: Investing in Art
Article Image

LISTEN | Passion Assets: Investing in Art

When a passion for collecting evolves into something of considerable value, new issues are raised. Hear what the professionals have to say about the best practices and pitfalls of collecting art and collectibles.

Wealth Management for Athletes and Entertainers

Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
  • Investment Management
  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory
Learn More about Wealth Management for Athletes and Entertainers
You are your Own CEO: Build a Dream Team for Your Career
Article Image

You are your Own CEO: Build a Dream Team for Your Career

Assembling a team of trusted professionals to manage your career—and your money—is essential to help best position you to thrive. Here’s how.

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Learn More about Family
Are You Prepared for Tax Day?
Article Image

Are You Prepared for Tax Day?

The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Market Information Delayed 20 Minutes
1Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

Back to top



2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

Back to top



3Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.

Back to top



4Morgan 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 and other legal matters.

Back to top



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.

Asset Allocation does not assure a profit or protect against loss in declining financial markets.

The securities/instruments, investments and investment strategies discussed on this website 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 may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

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 Analyst® (with graph element)®, and Certified Investment Management Analyst® .

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.

Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.

Private Bankers are employees of Morgan Stanley Private Bank, National Association.

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

Awards Disclosures
CRC 6295606 (3/2024)