Debra Palmer
Phone:
(617) 790-5231(617) 790-5231
Jake Mutrie, CFP®
Senior Vice President, Wealth Management,
Financial Advisor,
CERTIFIED FINANCIAL PLANNER®,
Senior Portfolio Management Director
Direct:
(617) 478-6534(617) 478-6534
Toll-Free:
(800) 829-9199(800) 829-9199
My Mission Statement
Our goal is to earn trust through open and clear communication, deliver objective advice and critical insights, and deliver a high level of service and responsiveness with a genuine care and concern for our clients and their families.
My Story & Services
Drawing on 24+ years of industry experience at Morgan Stanley, Jake Mutrie, CFP® connects on a deeper level with clients to help navigate the market, their emotions, and prepare for life's unexpected events. Jake is a Senior Vice President, Senior Portfolio Management Director and Financial Advisor at The Mutrie Group at Morgan Stanley. Jake recognizes that the trust factor in a client-advisor relationship takes time to cultivate. He expresses a genuine care and concern for understanding a client's financial needs. Jake makes it a point to display that level of support and advocacy for clients, so that they know they have someone on their side and in their corner.
Prior to joining Morgan Stanley, Jake worked as a Portfolio Account Manager at The Boston Company/Mellon Financial. Jake Mutrie holds the CFP® certification, which is a rigorous extra step to commitment and professionalism. We view planning as the cornerstone that gives clients a roadmap to identify where clients are today and where they are going, and helps to frame the investment decisions and portfolio management that will get them there.
Jake received his B.A. from The University of Vermont, and currently resides in Needham, MA with his wife, Colleen, and their two boys. Outside the office, Jake can be found coaching Little League, enjoying the outdoors, and ideally spending as much time in October at Fenway Park.
Securities Agent: TX, UT, VA, VT, WI, FL, AZ, CA, CO, CT, DC, GA, ID, IL, IN, KY, MA, MD, ME, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1347316
NMLS#: 1347316
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
At The Mutrie Group, we are committed to helping our clients understand the new challenges they face and how to meet those challenges successfully. Our wealth management process begins with you, your investment objectives and your financial goals. At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Highly Personalized Care
We understand the benefits of being consistently selective and paying close attention to the details of your financial portfolio. A number of the great things in life require careful planning and diligent work. We strive to discover the best possible solutions for our clients. Long standing relationships are the cornerstone of our practice.
Intellectual Capital
Our team has decades of providing comprehensive financial services. We can work with you to create a personalized wealth strategy, using the plethora of state-of-the-art Modern Wealth Management tools that Morgan Stanley has to offer. Our approach to Wealth Management is formal, yet flexible. Over time, we can adapt it to changing circumstances, helping you to achieve and preserve your financial goals.
Loyalty & Dedication
We take genuine interest in the well-being of our clients. We go beyond simply being a service provider to being a holistic advisor. We pride ourselves on building loyalty and trust with our clients by helping them navigate the ever-changing financial markets so they can worry less about the stresses of finance and enjoy the important moments in their lives.
Direct & Consistent Approach
We build a comprehensive, tailored strategy around the financial needs, risk tolerance, and goals of our clients by providing consistent attention to detail in the financial circumstances of our clients. We take time to thoroughly comprehend your unique financial situation, and tailor your particular investment strategy to meet your short and long term goals.
Financial Planning
When it comes to financial planning, I focus on moving away from market-based conversations to introduce a new, modern wealth management process that provides my clients with industry leading service. Planning discussions are now based around achieving our client goals by using the many sophisticated tools Morgan Stanley has available.
The CFP Professional®
Individuals certified by the CFP® Board have taken the extra step to demonstrate commitment and professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. These four cornerstones set the foundation for the CFP® professional’s ability in helping clients achieve their goals.
Goals-Based Planning
Our Goals Planning System is built on Morgan Stanley's intellectual capital and capabilities to provide our clients with comprehensive investing and planning solutions for their individual goals.
Learn More About GPSMODERN WEALTH MANAGEMENT TOOLS AND RESOURCES
Morgan Stanley's comprehensive suite of digital tools are designed to enhance every aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that are available.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money, to transferring funds and authorizing transactions with one click using eAuthorizations.
Learn More About MSO
Total Wealth View
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. Completing your financial picture with Total Wealth View gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
Global Investment Committee's On The Markets
Check out the Global Investment Committee's market outlook for this month. A publication containing thought- provoking content that examines the forces shaping the investment landscape.
Check Out The Latest Article
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen To The Latest Episode
Upcoming Firm Events
The Lessons in Leadership Virtual Event Series will continue throughout 2025.
Check back soon for details on upcoming events.
Location
28 State Street 26th
Fl
Boston, MA 02109
US
Direct:
(617) 478-6534(617) 478-6534
Toll-Free:
(800) 829-9199(800) 829-9199
Fax:
(617) 261-0451(617) 261-0451
Meet My Team
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Jake Mutrie today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Morgan 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.
2Morgan 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.
3Morgan 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.
4Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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
1Morgan 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.
2Morgan 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.
3Morgan 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.
4Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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)
