Jason Goldstrich
My Mission Statement
WELCOME
Jason Goldstrich is a Managing Director and a Senior Portfolio Management Director with Carlin Wealth Management at Morgan Stanley. Carlin Wealth Management advises on approximately $7.85 billion* in assets for a select group of ultra-high net worth individuals and families, endowments, pension funds as well as for-profit and not-for-profit institutions, guiding them towards the realization of their financial objectives. As a member of Morgan Stanley's boutique Private Wealth Management division, Jason's team offers access to specialists within niches such as estate planning, lifestyle advisory, and philanthropic management. This access alongside the team's investment management capabilities collectively provides a curated and bespoke experience for clients.
Jason has also been recognized every year by Forbes Best-In-State Wealth Advisors since 2022, Forbes Top Next-Gen Wealth Advisors Best-in-State since 2022, and Forbes Top Next-Gen Wealth Advisors since 2024. Carlin Wealth Management at Morgan Stanley has also been named to Barron's Top 250 Private Wealth Teams in the country each year since its inaugural listing in 2019, and to Forbes America's Top Wealth Management Teams and Forbes Best-In-State Wealth Management Teams each year since established in 2019 and 2023 respectively.
Prior to joining the Group, Jason worked at Wells Fargo and Deutsche Bank in Investment Banking.
A Miami native, Jason graduated from the University of Florida with a bachelor's degree in Finance and from the University of Southern California's Business School with an MBA.
Jason is active in his community serving on the Orange Bowl Committee, Nu Deco Ensemble board member, a member of Morgan Stanley's Regional Council, and a volunteer and contributor for various organizations that he is passionate about. He lives in Coral Gables with his wife Katie Henriques Goldstrich and their two young children. In his spare time, he enjoys playing chess and padel.
*As of 12/31/25
2022-2026 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2022-2025 Forbes Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2022-2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in March of the year the award was issued.
2024-2025 Forbes America's Top Next-Gen Wealth Advisors (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2019-2025 Barron's Top 250 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams) Source: Barrons.com (Awarded April 2019-2025). Data compiled by Barron's based on 12-month period concluding in Dec. of the year prior to the issuance of the award.
2023-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2026) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2019–2025 Forbes America's Top Private Wealth Management Teams Source: Forbes.com (Awarded 2022-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year the award was issued.
Award Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure
NMLS#: 1460457
About PWM
- 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
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- 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
AWARDS & RECOGNITION
2019-2025 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams) Source: Barrons.com (Awarded April 2019-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Forbes America's Top Private Wealth Management Teams
Source: Forbes.com (Awarded 2019-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
2023-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2026) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2024-2026 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2024-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2022-2025 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2022-2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2024-2025 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Approach
Client Service Team
Prior to joining the group, Luisa held the position of Financial Planning Director for the entire Miami Region. In this role, she led planning for over 300 advisors and their global clientele. She has her undergraduate degree in Economics from Harvard University and was a visiting student at the University of Oxford where she focused on Development Economics and Machine Learning. As a passionate advocate of financial literacy for women, Luisa is currently the Chapter Leader for Women in Wealth for Morgan Stanley Miami. She is also on the Associate Board of the Council of Economic Education and is an Executive Committee Member of LINC United Way.
Prior to Morgan Stanley, she worked as a Research Analyst at a Fundamental Value Hedge Fund. In her spare time she enjoys tennis, squash, golf and traveling with her husband.
In his previous role, Greg served as a Financial Planning Analyst, leveraging his expertise to deliver exceptional service and support to his clients.
Before joining Morgan Stanley, Greg spent 18 years as a private banker at Wells Fargo Bank, where he excelled in developing, managing, and retaining relationships with affluent and ultra-high net worth clients.
Outside of work, Greg is a big fan of Michigan State University and the University of Oregon, thanks to his and his wife’s alma maters. He loves cycling, cooking, and spending time with his wife, Sayaka, and their two daughters, Kohana and Hinami.
William earned a Bachelor of Science in Finance from Florida State University and holds FINRA Series 7, 63, 65, 9, and 10 licenses.
Outside of work, he enjoys exploring new destinations, experimenting in the kitchen, and spending time with family and friends.
Monica has lived most of her life in Miami and received her BA and Master’s degree in International Business at Florida International University. She then attended the University of Miami and received a Master of Science in Finance degree (MSF) in 2019.
She is a mother of 5 and has been married to her husband for over 20 years. She enjoys live concerts, watching movies and her favorite sport is soccer; though she does enjoy watching college football too (Go CANES!)
Prior to joining the team, Jan served as a Wealth Advisory Associate where he partnered with 150 advisors across 4 offices, using his training in finance, wealth planning, investment strategies, and investment products to provide personalized wealth management guidance to help clients prepare for their financial future. A Miami native, Jan received his undergraduate degree from the University of Florida and went on to earn a Master of Science in Finance from the University of Miami.
In his spare time, Jan enjoys exercising, cooking, time spent with friends & family, and Gator football.
NMLS# 2348327
Location
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Private Wealth Management Podcast
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
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.
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Awards Disclosures | Morgan Stanley
