The 615 Group at Morgan Stanley

As a tax attorney for 12 years, Jay primarily focused on providing wealthy clients with the guidance they needed to plan their estates and transfer their wealth without excessive taxation or family conflict. He headed the estate planning group at a major regional law firm headquartered in Nashville before moving into wealth management for ultra-high net worth families where he broadened his focus to include other dimensions of his clients’ wealth, including charitable planning, tax-efficient investment management, family dynamics, risk management, health and security (cyber and personal).

Today, Jay offers 615 Group clients the benefits of his considerable experience through comprehensive and customized planning. He realizes the role that family dynamics play and works to make sure there are open lines of communication within the family, when appropriate, to discuss all matters related to the family’s wealth. This approach can lead not only to better planning but also potentially increases the likliehood that the family’s wealth will have a positive impact on its future generations.

A graduate of Vanderbilt University with a BS in Political Science, Jay earned his law degree at The University of Arkansas and a Masters in Tax Law at The University of Florida.

Molly started The 615 Group at Morgan Stanley in 2016, with the goal of combining experience and knowledge, in a broad range of specialties, to create a Nashville wealth management team, serving the complex needs of multi-generational, high net worth and ultra high net worth families.

Molly focuses on sourcing investments for client portfolios that seek tax efficiency, provide access to the private markets, and fit into the estate planning needs of multiple generations of wealth.

Committed to the personal service her team brings to each client, Molly spends time getting to know each of the families they work with, far beyond their investment profiles. She is committed to facilitating lifestyle needs, providing family education, navigating difficult conversations, and empowering the next generation family members to become stewards of the wealth that they will one day inherit.

Molly has earned the esteemed designation of Global Sports & Entertainment Director, which allows her access to robust resources to help the team’s clients in the business of music and sports, as they face the challenges of their careers and beyond.

Molly has a passion for helping women and girls increase their financial confidence, and serves as a volunteer in this capacity for various local organizations. In her spare time, Molly can be found enjoying sports events, visiting family and friends across the country, and when there’s snow on the ground, she can be found on skis in Deer Valley, Utah.

Adam's journey led him to The 615 Group after a career in the Detroit Tigers system and four years immersed in the tech startup scene. His unique blend of experiences allows him to help guide clients through the complexities of both worlds. His primary focus centers on understanding each client's financial aspirations and helping craft individualized plans for success.

Graduating from Vanderbilt University and excelling as a Division 1 baseball player for the Commodores, Adam gained the skills required to help manage your finances. Notably, he played a pivotal role in securing Vanderbilt's first-ever Div. 1 Men's National Championship, marking a historic achievement before his selection in the 4th round of the MLB draft by the Detroit Tigers.

Jenny brings her love of serving others and experience in strategizing, to help the team coordinate and execute in areas that go beyond our clients' savings and investments. From organizing important documents to making sure everyone feels special on their birthday, Jenny's focus is on putting our clients first and seeking to exceed their expectations. An avid dog lover, Jenny supports various humane organizations and has fostered over 100 dogs!