Jamie Block
Senior Vice President, Financial Advisor, Global Sports and Entertainment Director
Phone:
(212) 296-3364(212) 296-3364
The Block / Hickey Group at Morgan Stanley
Direct:
(212) 296-3364(212) 296-3364
Our Mission Statement
We offer bespoke financial strategies for high net-worth investors backed by the resources of one of the leading financial services firms.
Our Story and Services
Jamie Block and James Hickey deliver a coordinated, high-touch wealth management experience designed to give clients clarity, confidence, and a single point of accountability for their financial lives. Working collaboratively, they build personalized strategies that reflect each client’s goals, risk preferences, and changing circumstances—grounded in the belief that the plan is built around the client, not the other way around. Jamie brings more than two decades of experience and a holistic, relationship-driven approach, pairing disciplined planning with creativity informed by his earlier career as a singer-songwriter. James helps lead portfolio strategy and ongoing plan development, combining firm insights with his own analysis across public and private markets to help clients navigate decisions with purpose. United by commitment to mentorship and community engagement, they partner with individuals and families to simplify complexity and pursue long-term financial outcomes.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
A CATEGORY OF ONE
At Morgan Stanley Wealth Management, exclusive access to vast resources, combined with our unique capabilities, gives me the means to support my client's goals at every stage in their lives.
Tax Management Services
Morgan Stanley Total Tax 365 offers a full spectrum of tax-efficient solutions to help mitigate the tax drag on your portfolio—so you can keep more of what you earn and improve after-tax returns.
Cash Management and Lending Solutions
At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.
Best-In-Class Cybersecurity
Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and responds appropriately when they do. The Firm is actively supporting a multitude of layers of security.
Award Winning Advisory Platform
Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi-award-winning advisory platform.
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Family Office Capabilities
When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy.
CASH MANAGEMENT AND LENDING
We recognize that clients and their families have unique needs that require dedicated experience and capabilities. Our goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.
Morgan Stanley Private Banking Group
The Morgan Stanley Private Banking Group offers unique cash management and lending solutions to complement your investments and help simplify your finances.
Preferred Savings Program
Once you open a Morgan Stanley Brokerage Account, you can make the most of your idle cash with our competitive Preferred Savings Program.
Morgan Stanley CashPlus Brokerage Account
Designed as a modern alternative to banking with the capabilities to help you access, move, and manage cash when you need it while enjoying exclusive benefits.
Preferred Certificates of Deposit (CDs)
Once you open a Morgan Stanley Brokerage Account, you can potentially grow your wealth with our competitive fixed rate Preferred Certificates of Deposit (CDs) offerings.
Beyond Basic Borrowing
Most people borrow during the course of their lives. But it's important to be as strategic about borrowing as you are with the other areas of your financial life.
Helping a Loved One Buy a Home
High home prices and mortgage rates are putting the dream of homeownership out of reach for many would-be buyers. Learn how you can help a loved one break into a tough market.
RESEARCH AND DIGITAL TOOLS
As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater ease.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Insights and Ideas
Our clients benefit from access to the intellectual capital of our Global Investment Committee, a group of leading market thinkers uniquely dedicated to providing high-quality, industry-leading investment ideas to Wealth Management clients.
Total Wealth Tool
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, as well as a complete view of your assets and liabilities whether they are held at Morgan Stanley or elsewhere.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
eDelivery
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.
Thoughts on the Market Podcast
Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Location
55 East 52nd St
7th Floor
New York, NY 10055
US
Direct:
(212) 296-3364(212) 296-3364
Meet The Block / Hickey Group
James Hickey, CPWA®
First Vice President, Financial Advisor
Phone:
(212) 296-6017(212) 296-6017
Allie Lane
Client Service Associate
Phone:
(212) 603-6286(212) 603-6286
About Me
Jamie Block began his financial services career in October 2001. As a Senior Financial Advisor, He has helped clients navigate multiple market cycles since that time. Jamie's comprehensive approach to managing wealth begins with listening to a client's needs and ensuring every strategy recommended is grounded in a deep understanding of risk tolerance and values.
Jamie's first career was a singer-songwriter on Capital records in the 1990s. He traveled the country many times over on musical tours and some of his songs can still be heard in major motion picture soundtracks. He is an avid tennis player.
Jamie's first career was a singer-songwriter on Capital records in the 1990s. He traveled the country many times over on musical tours and some of his songs can still be heard in major motion picture soundtracks. He is an avid tennis player.
Securities Agent: AZ, CA, CO, CT, FL, HI, IL, IN, ME, MD, MA, MI, NV, NH, NJ, NM, NY, NC, PA, TX, VT, WA; General Securities Representative; Managed Futures
About Me
James frames his team as the single point of accountability for all things financial for his private clients. His philosophy around true wealth management is fluid as the client is not made for the plan but the plan is made for the client. James utilizes investment insights stemming from Morgan Stanley Wealth Management along with his own personal analysis of markets, both public and private, to allow clarity and direction for a client with their goals as a guide.
James graduated Summa Cum Laude from Pace University Lubin School of Business where he majored in Finance & Economics. During his college career he mentored fellow students on how to be financially independent and was Founder/President of Fantasy Invest Group, Pace's largest and most successful finance club.
When not in the office, James is involved in a flag football league out of Connecticut. Giving back is important to James which is why he makes sure to still mentor Pace University students.
James graduated Summa Cum Laude from Pace University Lubin School of Business where he majored in Finance & Economics. During his college career he mentored fellow students on how to be financially independent and was Founder/President of Fantasy Invest Group, Pace's largest and most successful finance club.
When not in the office, James is involved in a flag football league out of Connecticut. Giving back is important to James which is why he makes sure to still mentor Pace University students.
Securities Agent: CA, CT, FL, HI, IL, IN, ME, MD, MA, MI, MO, NV, NH, NJ, NY, NC, OR, PA, TX, VT, WA; General Securities Representative
About Allie Lane
Allie Lane strives to make every client interaction thoughtful, efficient and reassuring. In her role as a Client Service Associate, she focuses on understanding each client’s priorities—whether preserving assets, planning for future goals or navigating life transitions—and then works closely with her advisory team to help coordinate suitable strategies and resources.
Allie discovered wealth management while studying finance and interning with a private-wealth team, where she realized how much she enjoyed pairing technical knowledge with genuine relationship-building. Since then, she has approached her work with the belief that people are at the center of every financial decision. Organized and detail-oriented, she aims to provide prompt follow-up, clear communication and a seamless service experience.
Allie holds the Securities Industry Essentials® Exam credential as well as Series 7 and Series 66 licenses. She earned a B.S. in Business Administration with a concentration in Finance from Fordham University and previously attended the University of Richmond.
Originally from Manhasset, New York, Allie is active in local athletic and charitable events on Long Island and enjoys exploring New York City’s neighborhoods, independent bookstores and cultural offerings. Away from the office, she can often be found reading or working on her latest needlepoint project.
Allie discovered wealth management while studying finance and interning with a private-wealth team, where she realized how much she enjoyed pairing technical knowledge with genuine relationship-building. Since then, she has approached her work with the belief that people are at the center of every financial decision. Organized and detail-oriented, she aims to provide prompt follow-up, clear communication and a seamless service experience.
Allie holds the Securities Industry Essentials® Exam credential as well as Series 7 and Series 66 licenses. She earned a B.S. in Business Administration with a concentration in Finance from Fordham University and previously attended the University of Richmond.
Originally from Manhasset, New York, Allie is active in local athletic and charitable events on Long Island and enjoys exploring New York City’s neighborhoods, independent bookstores and cultural offerings. Away from the office, she can often be found reading or working on her latest needlepoint project.
Contact Jamie Block
Contact James Hickey
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Ready to start a conversation? Contact The Block / Hickey Group today.
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
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.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
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.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
