Jessica LaBarbera
My Mission Statement
More About Jessica
A 2005 graduate of St. John’s University with a B.A. in Finance, Jessica was also a member of the Lambda Phi Sorority. Beyond her professional achievements, Jessica is a passionate food and wine enthusiast, enjoys golf, and has a keen interest in all forms of dance, including competitive ballroom dancing. Jessica enjoys spending her summers with her family at Candlewood Lake in Connecticut. She currently resides on the Upper East Side of Manhattan with her husband and their two children, Ava Grace (7) and Christopher (5).
Client Resources, Offerings and Insights
Unlock the full potential of your financial journey with Morgan Stanley's tailored digital suite of tools and resources. Seamlessly access your accounts and information, securely upload and send documents, effortlessly view external accounts, and enroll in exlcusive client benefits - all crafted to elevate every facet of your financial portfolio.
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online and the Morgan Stanley App. This tool allows you to seamlessly and securely manage your investments and access financial information 24/7.
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning and convienent connecitivity.
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with me.
Learn about Morgan Stanley's security measures and how we safeguard your assets and personal information in our Online Security Center. Check out our collection of practical takeaways and best practices from our cybersecurity professionals, then explore a few of the ways we help protect you.
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
With eAuthorizations, you can electronically authorize domestic and international, one-time/recurring transactions through Morgan Stanley Online and the Morgan Stanley Mobile App within minutes.
eAuthorizations leverages multiple strong factors of authentication to confirm your identity, which significantly mitigates security risks.
Morgan Stanley's CashPlus program is designed as a modern alternative to banking, providing more value, more protection, and a seamless digital experience. You can benefit from unlimited ATM fee rebates worldwide, complimentary Identity and Credit Protection from Experian®, exclusive credit and debit card services, and much more. You must be a Morgan Stanley client to open an account.
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
How I Work With Clients
As an experienced financial professional, I specialize in a comprehensive suite of services designed to cater to all your financial needs. From meticulous financial planning to education planning and funding strategies that secure your children's academic future, I'm here to help.
I also offer expert guidance in tax-efficient investing, allowing your investments to work harder for you in a tax-efficient way. Estate planning is another critical area of my expertise, helping you preserve your legacy and ensure your assets are distributed according to your wishes.
For clients navigating the complexities of stock plans, I'm able to provide insightful support to maximize your benefits and align to your investments with your overall financial goals.
LifeView is a suite of planning tools that includes goal-specific analysis that Financial Advisors can use with clients to create a realistic, holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.
LifeView provides progress-to-goals reporting and can also illustrate complex planning strategies such as methods of stock option exercise, Roth conversions and 401k early distributions under IRS Rule 72(t).
With education costs rising, paying for college has become a major life expense that requires smart planning. Check out our education planning center for valuable insights and information on the importance of planning for education, whether that's for your children, or for yourself.
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process, maximize after-tax return potential and help keep more of what you earn.
Creating an estate plan can help protect your wealth and prevent hardship for your heirs. Check out this article which dives into seven key steps to take into account before building out your estate plan.
Articles, Reports, and Podcasts
At Morgan Stanley, our goal is to simplify complex financial concepts, ensuring our clients grasp the strategies being implemented to help secure their financial future. I am committed to empowering my clients with an abundance of resources to keep them updated on the latest market trends, forecasts, and analyses. Below, you'll find links offering in-depth insights into current issues impacting the worlds of finance and business.
Check out the Global Investment Committee's monthly publication, On the Markets. In this report. Morgan Stanley thought leaders share their thoughts on what is currently shaping the markets, some opportunities and insights to remain aware of, and much more.
In this report we discuss our top 10 policy actions to watch and how they might affect both the markets and the economy.
Each month, our firm's Portfolio Construction and Cross-Asset Strategy team publishes a report on the fixed-income markets. The February edition, "Conflicting Signals Spur Volatility in Yields" dives into the FOMC, impending rate cuts, bank reserves and more.
The liquidity that fueled 2023's equity rally is apt to fade this year. What could it mean for your portfolio?
Listen to Morgan Stanley's award-winning podcasts, featuring daily market analysis, human stories of insight and innovation, and in-depth conversations around equity, entrepreneurship and sustainability.
How i Can Help
At Morgan Stanley, we are dedicated to empowering women with comprehensive wealth management services tailored to their unique financial goals and life circumstances.
I provide customized support for women navigating life transitions with sensitivity, understanding and education. Leveraging the vast resources and innovative strategies of Morgan Stanley, I can help guide my female clients through proactive goal planning, investment management, divorce services, and successful financial future after a significant life event.
Whether you are looking to build, manage or preserve your wealth, I'm committed to helping women just like you, achieve your financial aspirations with confidence and clarity.
Through collaboration, financial education, and insights, Morgan Stanley is committed to supporting women as they reach new heights in their careers, wealth planning, and communities. Check out our "Women Without Limits" homepage, designed exclusively to showcase how we help women through all stages of their financial lives.
Divorce can be a lengthy process fraught with both financial and emotional strain as you make important decisions with significant long-term consequences under stressful conditions. Having the right advisors can help you make it through the process and avoid these six common mistakes.
In season 1 of the Come in, Let's Talk Podcast, top women of Wall Street invite you into their offices and tell you exactly what it took to get there. "Come In, Let's Talk" features senior executives at Morgan Stanley, who candidly share their personal experiences overcoming the challenges women face while climbing the ranks.
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
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.
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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.
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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.
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Awards Disclosures
