Jake Barone, CFP®
My Mission Statement
My Story and Services
NMLS#: 2806236
Helping Achieve Your Definition Of Success
I prioritize goals-based planning to help clients prepare for the full range of life events—whether that includes retirement planning, children's education funding, equity compensation planning, insurance planning, managing liquidity events, financing large purchases, cash management strategies, and estate planning.
Financial planning is not a one-time deliverable—it's an ongoing conversation, and I actively monitor progress and adapt recommendations as circumstances, markets, and goals evolve.
Your financial goals and priorities will likely shift with time. To help prepare for the road ahead, ask yourself what mattes to you and your family long term.
The path to your ideal retirement may have some twists and turns, but smart planning can help you reach your destination. Where are you in your retirement journey?
Managing multiple financial accounts across different firms can be complicated. With Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.
Learn about how Morgan Stanley protects you through our security measures and how you can protcect yourself online.
Defining Your Legacy
Managing your family's wealth is so much more than simply reaching a desired return. Legacy planning is about more than transferring assets—it's about protecting the people and values that matter most. We help you bring clarity to your goals by coordinating your wealth strategy with key estate planning considerations, beneficiary decisions, and charitable giving intentions. Working alongside your tax and legal professionals, we'll help you create a thoughtful plan designed to support your family, preserve what you've built, and carry your impact forward for generations.
Estate planning helps ensure your assets are managed and distributed according to your wishes, while reducing uncertainty and potential conflict for your loved ones. It can also support tax-aware wealth transfer, provide guidance if you become incapacitated, and help protect the legacy you intend to leave.
Putting the right safeguards in place—such as a Trusted Contact, durable Power of Attorney and core estate and health-care documents—can help ensure your wishes are followed if you're unable to make decisions. This article outlines practical steps to plan ahead, including key conversations to have with family members, how to organize important information, and how your advisor may be able to support you and your loved ones in an emergency. Taking action early can reduce confusion, delays and stress during an already difficult time.
With the wide array of resources available to organize your assets, it can be hard to know where to begin. Our Income and Estate Planning toolkit outlines some methods and helps you to develop a general understanding of tax and estate planning techniques by using a summary of considerations, graphic illustrations, and custom examples.
Legacy planning is about more than documents—it's about making sure your values, intentions and financial decisions are clearly reflected in the plan you leave behind. We invite you to meet with a Financial Advisor to talk through what matters most to you, review your current beneficiary and estate-related arrangements, and identify practical next steps to help protect the people and causes you care about. A focused conversation today can help bring clarity and confidence for you—and peace of mind for your loved ones.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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
