Jay Pickett, CRPC®
My Mission Statement
My Story and Services
Before beginning his career in finance, Jay founded and operated a small service business, gaining firsthand experience in entrepreneurship, financial management, and strategic growth – skills that now guide his advisory work. Since starting his financial career in 1995 with Smith Barney, and later holding positions with Deutsche Bank and Wells Fargo Advisors, Jay has built enduring clients relationships grounded in trust, accessibility, and personalized service. In October 2025, he joined Morgan Stanley.
Jay’s clients describe him as steady, trustworthy, and genuinely invested in their success. Many have worked with him for decades, valuing his proactive communication and hands-on approach. He takes pride in helping clients reach meaningful milestones – from retirement and education planning business transitions and family achievements – always seeking to ensure they feel informed, confident, and supported along the way.
A Georgia native and U.S. military veteran, Jay lives in Roswell with his wife, Danielle, and their five children. He is an active member of the Roswell Rotary Club and a lifelong Georgia Bulldogs fan who enjoys exercising, grilling, and spending time outdoors with his family.
Jay holds the Chartered Retirement Planning Counselor (CRPC®) designation and earned his degree in Economics from the University of Georgia.
PLANNING THAT FITS YOU
Effective wealth planning begins with your goals, values, and long-term vision. I take a comprehensive approach to your financial life – from investments and cash flow to retirement and beyond – ensuring every element works together seamlessly. By combining advanced digital tools with personalized advice, I help you design a clear, practical strategy that supports every stage of your financial journey.
LifeView is Morgan Stanley's digital planning platform designed to create customized, goal-based strategies. By integrating every part of your financial life – from investments to cash management – we help you stay aligned with your long-term objectives.
When and how you withdraw assets can significantly impact your financial future. We develop tax-aware withdrawal strategies to help minimize liabilities, preserve wealth, and optimize your portfolio for long-term growth and stability.
As retirement approaches, our team helps you create strategies that provide reliable income, maintain financial security, and give you confidence for the future. Our focus is on keeping you on track – before, during, and throughout retirement – so you can enjoy the lifestyle you envision.
At Morgan Stanley, we take the time to understand your priorities and create a customized plan to help you pursue your goals with clarity and confidence.
CASH MANAGEMENT AND LENDING
At Morgan Stanley, we understand that every client and family has unique financial needs that call for tailored solutions and dedicated expertise. Our goal is to help simplify your financial life by integrating cash management and lending strategies that complement your broader investment plan and support your long-term goals.
We offer a comprehensive suite of cash management and lending strategies designed to align with your investments and simplify everyday financial decisions.
Through your Morgan Stanley Brokerage Account, you can take advantage of our competitive Preferred Savings Program, designed to help your idle cash work harder for you.
The CashPlus Brokerage Account provides a modern approach to cash management. Enjoy streamlined bill pay, fund transfers, and everyday banking benefits – all with the convenience of being connected to your Morgan Stanley relationship.
Choose from a range of competitive CD options that can help you grow your savings with the security of a fixed rate.
Borrowing is often an important part of a comprehensive financial plan. We work with you to create borrowing strategies that fit your goals 0 helping you access liquidity in a smarter, more strategic way.
With rising housing costs, supporting a loved one's home purchase can feel out of reach. We provide strategies to help make that goal attainable – empowering you to lend support while maintaining your own financial plan.
INVESTOR RESOURCES
Making informed financial decisions starts with having access to clear insights and timely information. Our investor resources are designed to simplify complex concepts and provide practical guidance – helping you better understand today's markets and prepare for tomorrow's opportunities.
Each week, Lisa Shalett and the Global Investment Committee share their perspectives on market trends, asset classes, and the key drivers shaping global investing.
Access in-depth commentary from Morgan Stanley thought leaders covering equities, fixed income, monetary policy, and more. This report helps you stay informed about what's driving the markets today – and what may lie ahead.
Join Mike Wilson and other Morgan Stanley strategists as they break down market developments, discuss the forces influencing today's financial landscape, and share actionable insights for investors.
Understanding tax policy is a key part of effective financial planning. The 2025 Tax Tables provide timely updates to help you make informed decisions and stay aligned with your long-term goals.
OUR SUITE OF DIGITAL TOOLS
Digital innovation continues to redefine the way we live, work, and manage our finances. Morgan Stanley's suite of digital tools is designed to simplify and enhance your financial life – helping you stay connected, informed, and confident in your decisions.
Manage your investments and day-to-day finances in one secure, centralized platform with Morgan Stanley Online.
Gain a complete picture of your financial world by linking both Morgan Stanley and external accounts. Total Wealth View supports smarter planning, deeper insights, and more personalized guidance.
Utilizing advanced, institutional-grade analytics, the Portfolio Risk Platform evaluates exposures, models scenarios, and helps you better understand portfolio risk – empowering you to make more informed, forward-looking decisions.
Securely store, organize, and share important documents such as statements, tax filings, and authorizations through our encrypted Digital Vault. This tool gives you and your Financial Advisor convenient, anytime access to critical information.
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
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