RECIPIENT - 2017 FIVE STAR WEALTH MANAGER AWARD

Philosophy and Background:

Compassion and strong analytic skills give Jolie a distinct perspective to help clients. As a family’s wealth advisor, Jolie provides strategies for a select group of clients and their families. Whether reviewing appropriate financial investments, buying life insurance, or finding the right retirement plan for your business, Jolie helps you think through these tough decisions.

At the beginning of every relationship, Jolie spends time defining what is important to you financially and personally. She then builds a financial plan that helps make you confident that you have an intelligent strategy in place. This strategy is reviewed annually to ensure that you remain on track. Jolie helps you achieve financial security and allows you more time and energy to focus on and enjoy your family, career and hobbies.

Jolie has been a Financial Advisor since 2004 and has earned the prestigious CFP® designation. Prior to her career in financial services, Jolie was a New York City attorney* from 1995-2003. She remains a member of the Personal Income Tax Committee and is a former member of the Trusts, Estates and Surrogate’s Courts committee at the New York City Bar Association.

She has volunteered her time to help the next generation succeed. She has spoken on financial topics at venues including NYU Leonard N. Stern School of Business. She is a member of the Fordham University Undergraduate Mentoring Program and is also honored as a member of the Fordham University Board of Advisors.

Jolie is a member of Women Presidents Organization, the premier membership organization formed to improve business conditions for women entrepreneurs, and to promote the acceptance and advancement of women business owners in all industries.

In 2017, Jolie received the prestigious Pioneering Woman in Philanthropy Award from Fordham University.
Services Include
  • Financial Planning1
  • Wealth Management2
  • 401(k) Rollovers
  • 529 Plans3
  • Asset Management4
  • Defined Contribution Plans5
  • Corporate Pension Funds
  • Life Insurance6
  • Lending Products
  • Estate Planning Strategies7
  • Planning for Special Needs Individuals8
  • Business Succession Planning9
  • Cash Management10
  • Corporate Cash Management
  • Structured Products11
  • Corporate Retirement Plans12
  • Alternative Investments13
  • Annuities14
  • Long Term Care Insurance15
  • Planning for Education Funding16
  • Professional Portfolio Management17
  • Sustainable Investing18
  • Retirement Planning19
Securities Agent: CA, CO, DC, FL, HI, MD, NJ, NY, TX, VA, WA; General Securities Representative; Managed Futures
NMLS#: 1279077
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*
Awards
  • 2017 RECIPIENT - FORDHAM UNIVERSITY: PIONEERING WOMAN IN PHILANTHROPY AWARD
  • 2015, 2017 RECIPIENT – FIVE STAR WEALTH MANAGER AWARD
  • 1991 RECIPIENT - FORDHAM UNIVERSITY: OUTSTANDING LEADERSHIP AWARD
  • NEW YORK STATE REGENTS SCHOLARSHIP

Personal Interests

Personal Interests

Jolie is passionate about helping people with disabilities earn a rewarding and independent life. She is an active supporter of the National Federation for the Blind as well as St. Jude’s Children’s Research Hospital.

When Jolie is not working, she enjoys traveling the world, riding her bicycle around the tristate area, practicing yoga, and spending time with her family, friends, and beloved Chihuahua, Lily.
Associations
  • Member of the Fordham University Board of Advisors
  • Member of the Women Presidents Organization
  • Member of the Personal Income Tax Committee at the New York City Bar Association
  • Morgan Stanley Women Leadership Summit
  • Member of the Morgan Stanley HER Way Committee
Education
  • CERTIFIED FINANCIAL PLANNER™
  • Juris Doctor, Loyola University, School of Law
  • Bachelor of Arts, Fordham University
  • Series 7, 31 and 66 securities licenses
  • Life insurance, long-term care, disability insurance, and annuity licenses

Location

522 5th Avenue
11th Floor
New York, NY 10036
US
Direct:
(212) 603-6132(212) 603-6132
Toll Free:
(800) 843-0211(800) 843-0211
Fax:
(212) 658-9620(212) 658-9620
From My Desk

Michael Wilson: Monthly Investment Perspectives Webcast


Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.
Learn more about The Simple Six-Step Retirement Checkup

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Why Financial Fitness is One of the Easier Resolutions You Can Make

Why Financial Fitness is One of the Easier Resolutions You Can Make

Don’t overlook resolving to focus on your finances this year. There are a number of financial New Year’s Resolutions you can make that may yield results for years to come.
Learn more about Why Financial Fitness is One of the Easier Resolutions You Can Make

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.
Learn more about Financial Transition: A Guide for Women

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.
Learn more about 6 Keys to Building a Startup

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.
Learn more about A New Roadmap for Mission Alignment

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

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Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Ready to start a conversation? Contact Jolie Ann Calella today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® 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.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

11Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

12Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

13Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

14Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

15Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

16Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

17Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

18The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

19Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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 suitable 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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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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