The BeachPointe Group

Jared E. Soper is a seasoned Senior Vice President who has been a driving force at Morgan Stanley since 2014. Before joining Morgan Stanley, Mr. Soper began his journey in the finance industry after earning his Bachelor's degree in Economics from St. Lawrence University in 1997 and continued to hold key positions at prestigious firms including Barclays Wealth and Lehman Brothers, Inc.

During his tenure at Lehman Brothers, Mr. Soper's work-ethic and dedication led him to be selected as a member of the firm's Venture Services Group (VSG), showcasing his ability to lead with innovative ideas and his commitment to his clients. Prior to this, he held significant roles at Evergreen Asset Management and Calibre Multi-Family Office, both subsidiaries of Wachovia Bank, N.A., where he honed his skills as a Portfolio Manager.

Before his time at Wachovia, Mr. Soper made significant contributions as a Portfolio Manager within the Domestic Private Client Group at Brown Brothers Harriman & Co. His journey in finance began after earning his Bachelor's degree in Economics from St. Lawrence University in 1997.

In recognition of his unwavering commitment to his clients and his exemplary leadership, Mr. Soper was honored to be included in the prestigious Forbes Best-In-State 2024 list. This esteemed recognition acknowledges his relentless dedication to putting clients first, leading with innovative ideas, and demonstrating integrity in every aspect of his work. As one of the nation's top Wealth Advisors, Mr. Soper takes great pride in delivering the best of Morgan Stanley to each and every client.


Forbes Best-In- State Wealth Advisors
[Source: Forbes (Awarded April 2024). Data compiled by SHOOK Research LLC for the period 6/30/22-6/30/23.]
https://www.morganstanley.com/disclosures/awards-disclosure.html#f

Fred M. Gober, an accomplished Executive Director, has been a valuable asset to Morgan Stanley since 2014. With a rich background in finance and a commitment to excellence, Mr. Gober's journey in the industry has been marked by significant achievements.

Before joining Morgan Stanley, Mr. Gober held key positions at renowned firms such as Barclays Wealth and Bernstein Global Wealth Management in Washington D.C. As a Director at Barclays Wealth and a Principal at Bernstein Global Wealth Management, he demonstrated his exceptional ability to lead and provide top-tier financial advice to his clients.

Prior to his roles in wealth management, Mr. Gober distinguished himself as a Partner at Transwestern Carey Winston, where he served as a commercial real estate advisor for over 12 years. His expertise in representing national corporations and local entrepreneurial investors earned him widespread recognition.

Mr. Gober earned his Bachelor of Arts degree from the University of Maryland in 1982, laying the foundation for his professional life. In addition to his accomplishments in the office, Mr. Gober is deeply committed to philanthropy. He has been actively involved in various charitable endeavors and recently served for 20 years as a member of the Board of Directors for Hearts and Homes for Youth, a Maryland based organization offering community- residential support for disadvantaged youth who are in need of therapeutic and rehabilitative services.

In recognition of his unwavering dedication to his clients, his innovative approach to wealth management and his commitment to integrity, Mr. Gober was honored to be included in the prestigious Forbes Best-In-State 2024 list. As one of the nation's top Wealth Advisors, he takes great pride in consistently delivering the best of Morgan Stanley to every client, ensuring their financial success and well-being.


[Source: Forbes (Awarded January 2024). Data compiled by SHOOK Research LLC for the period 3/31/22-3/31/23.]
https://www.morganstanley.com/disclosures/awards-disclosure.html#f

Mona Wilson is a veteran Securities Professional with over 40 years of industry experience serving private banking clients, including 35 years in the Palm Beaches. Mona's career began at Merrill Lynch Pierce Fenner and Smith in 1971. Prior to joining Morgan Stanley in January of 2016, she continued working with her clients in wealth management. Her more recent positions were at Legg Mason from 2000-2005 and Credit Suisse from 2006-2016. However, Mrs. Wilson and her clients are comfortably postured with the Morgan Stanley Team of Professionals.

Mrs. Wilson, a native Floridian, is a graduate of the University of Miami.

Elizabeth delivers meticulous execution as the team’s operational director. She will meet your administrative needs with ease and conveys confidence that every detail will be followed up to completion.

Elizabeth was attracted to the financial services industry because of the opportunity it allows her to help clients pursue their financial wants and needs. Honest and dependable, Elizabeth strives to offer quality service, a positive attitude and resources that clients can depend on.

Elizabeth has worked with Morgan Stanley in West Palm Beach for over 15 years. Before that, she was employed for more than eight years as an operations manager at Singer Asset Finance Company and as a project manager with Nortel Networks.

Elizabeth earned her Bachelor’s degree from Florida Atlantic University, where she majored in communication and minored in business.

Elizabeth resides in Wellington with her three children, Layla, Logan and Elena. In her free time, she enjoys traveling, spending time with her kids, or volunteering at their school’s PTA.

Mark N. Lindblom joined Morgan Stanley Wealth Management in 2018, bringing with him a wealth of experience in the financial industry. Before his tenure at Morgan Stanley, he served as a Senior Consultant at Independent Portfolio Consultants, Inc., an investment management firm. In 2004, Mark made a move from Manhattan to Palm Beach, Florida, to join Lehman Brothers as an institutional equity salesperson, initially catering to Florida's money managers before transitioning to the Southeast Sales Team in Atlanta, Georgia.

Mark's journey at Morgan Stanley & Co., Inc., from 1991 to 2004, was marked by his role as an institutional equity salesperson, where he adeptly focused on asset managers in the northeast. His tenure with Morgan Stanley also included positions in Morgan Stanley Equity Research and Morgan Stanley Capital International (MSCI). Before his time at Morgan Stanley, Mark honed his financial focus as a credit analyst at Chemical Bank in New York.

His academic foundation was laid at the University of Alabama's School of Commerce and Business Administration, where he earned a BS in Corporate Finance and Investment Management in 1983. Mark remains an active member of the tennis and squash community in the Palm Beach/West Palm Beach area.

Jason joined the BeachPointe Group in 2024, where he provides catered investment management and financial planning to a diverse client base across a wide spectrum of asset classes. With three years of experience in the field, Jason has a passion for financial markets and is always striving to exceed expectations by ensuring seamless assistance regarding any client needs.

Prior to joining the team, Jason spent two years with top wealth advisors in New York City in an analytical and support role, where he leveraged his experience trading equity, option, and fixed income products.

Originally from Greenwich, CT, Jason received his high school diploma from Saint Andrew’s School in Boca Raton, FL. He holds a Bachelor of Arts in Economics and a minor in Government & Legal Studies from Bowdoin College, while also a member of the Varsity football team. Outside of work, Jason enjoys learning about different cultures, traveling, is an avid sports fan, and values spending time with his family and friends.