Managing Director, Wealth Management, Wealth Advisor, Senior Portfolio Management Director
Phone:
(239) 449-7892(239) 449-7892
The Calleja Group at Morgan Stanley
Our Mission Statement
Tailored wealth management delivered through first class service.
Global Firm, Local Team
As the financial world becomes more complex and investment choices multiply, careful planning becomes ever more important to helping you achieve your financial goals. As Financial Advisors, our role is to work with you to help you develop a strategy that lays out a clear path to your goals — a strategy that we develop in collaboration with you, and one that you can follow with confidence in the face of the market’s ups and downs.
Together, we will explore your aspirations and the life you envision. We will work with you to translate your goals into a specific investment objective and personalized investment strategy. And then, drawing on the team’s experience — and perspective informed by the insight and resources of one of the world’s largest financial firms — we will structure a portfolio for you, executing and refining that strategy to help bring you closer to your definition of investment success.
Our clients include individuals, couples and families located across the country, with a majority concentrated in Florida. We work with current and retired corporate C-suite executives, professional athletes, entrepreneurs and business owners. We have assisted several clients who have started, built and then sold companies, or taken them public. We also work with a number of Nonprofit organizations, Foundations, and Corporate Retirement Plans in helping them achieve their goals.
When you look at wealth management from a long‐term perspective, one thing becomes clear: it’s your future, not just your money. And over time, we can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what’s most important — your progress toward your goals.
Together, we will explore your aspirations and the life you envision. We will work with you to translate your goals into a specific investment objective and personalized investment strategy. And then, drawing on the team’s experience — and perspective informed by the insight and resources of one of the world’s largest financial firms — we will structure a portfolio for you, executing and refining that strategy to help bring you closer to your definition of investment success.
Our clients include individuals, couples and families located across the country, with a majority concentrated in Florida. We work with current and retired corporate C-suite executives, professional athletes, entrepreneurs and business owners. We have assisted several clients who have started, built and then sold companies, or taken them public. We also work with a number of Nonprofit organizations, Foundations, and Corporate Retirement Plans in helping them achieve their goals.
When you look at wealth management from a long‐term perspective, one thing becomes clear: it’s your future, not just your money. And over time, we can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what’s most important — your progress toward your goals.
Why Choose The Calleja Group?
- We promise to accept only those clients whom we can properly service.
- We see the value in having authentic interactions and strong relationships with our clients.
- As stewards of our client’s wealth, and legacy, it is our honor to safeguard their assets.
- We strive to build bonds that extend beyond the business setting.
- We offer the most relevant and effective strategies for our clients and their families.
- Our team is open, honest, and demonstrates mutual respect and honor.
- We realize that what we create must be built on a foundation of integrity, open communication, and trust.
Services Include
- Wealth ManagementFootnote1
- Professional Portfolio ManagementFootnote2
- Financial PlanningFootnote3
- Endowments and FoundationsFootnote4
- Estate Planning StrategiesFootnote5
- Trust Services*
- Fixed IncomeFootnote6
- Municipal BondsFootnote7
- SyndicateFootnote8
- Alternative InvestmentsFootnote9
- Asset Management
- Corporate Retirement PlansFootnote10
- Lending Products
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working with the right team is a very important decision that can give you more confidence today and a more secure future. One of the vital roles in our relationship is listening carefully to your vision of the future and guiding you to make that vision a reality.
OUR PROCESS
Our Commitment to our Clients is founded on Five Principles:
CONFIDENCE - In a business that has navigated nearly 80 years of market cycles
ACCESS – to Morgan Stanley's brightest people and best resources
FOCUS – An exclusive focus on High Net Worth & Ultra High Net Worth Individuals, Families, and Foundations
INSIGHT – Objective solutions for your family's needs that reflect our insight into the complex financial world
PERSONAL SERVICE – The highest levels of Personal Service by serving a limited number of clients per Advisor
Extensive Capabilities
Our world-class talent and global resources are among the most sophisticated and extensive available. The Calleja Group uses rigorous analytical tools and models to create customized solutions based on the complex needs of each family, endowment or foundation.
OUR PROCESS
Our Commitment to our Clients is founded on Five Principles:
CONFIDENCE - In a business that has navigated nearly 80 years of market cycles
ACCESS – to Morgan Stanley's brightest people and best resources
FOCUS – An exclusive focus on High Net Worth & Ultra High Net Worth Individuals, Families, and Foundations
INSIGHT – Objective solutions for your family's needs that reflect our insight into the complex financial world
PERSONAL SERVICE – The highest levels of Personal Service by serving a limited number of clients per Advisor
Extensive Capabilities
Our world-class talent and global resources are among the most sophisticated and extensive available. The Calleja Group uses rigorous analytical tools and models to create customized solutions based on the complex needs of each family, endowment or foundation.
Discovery
We take the time to fully understand you and your family - whether you're planning for retirement, purchasing a home, or living out your golden years - we consider various challenges, goals, and aspirations when building your financial picture.
Forming Your Strategy
Using your life goals as our compass, we create a risk-balanced strategy which maps a clear path to helping achieve your success.
Implementing Your Plan
We apply extensive research and analysis, and also utilize Morgan Stanley's full suite of resources, to ensure swift decisive action in various market scenarios.
Measuring Your Success
We check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. Our ultimate mission is your success and well-being.
The Calleja Group is proud to work with a number of Nonprofit organizations and foundations. Please see below for just some of the many organizations the team has participated in
Youth Haven
Youth Haven was established to fulfill an immediate need for emergency shelter for children who have been removed suddenly from a traumatic home situation. A group of caring local individuals worked together with law enforcement and community partners to create a safe space for each of these children in need.
Naples Players
The Naples Players continually seeks to enrich, educate, and entertain the community through a superior theatre experience. TNP is a premier community theatre, seeking to inspire passion for the performing arts through unparalleled access to the process, experience, and conversations surrounding the arts and the community.
Golisano Children's Museum of Naples
A 501(c)(3) not-for-profit charitable organization founded in 2002, the Golisano Children’s Museum of Naples (CMON) is a brain-building powerhouse and Southwest Florida’s first museum devoted to children and families. This safe and wonderful place inspires children and families to have fun while learning together.
American Cancer Society
The American Cancer Society is a leading cancer-fighting organization with a vision to end cancer as we know it, for everyone. They strive to improve the lives of people with cancer and their families as the only organization combating cancer through advocacy, research, and patient support, to ensure that everyone has an opportunity to prevent, detect, treat, and survive cancer.
Shelter for Abused Women & Children
The Shelter's mission is to lead and collaborate with the community to prevent, protect and prevail over domestic violence and human trafficking. Based in Naples, Collier County, FL, USA, The Shelter operates a 24-hour Crisis Line, two 60-bed emergency shelters (Naples and Immokalee, FL) and nine Transitional Living cottages in Collier County, FL. All in-house and outreach programs and services, training and education are provided free of charge.
Opera Naples
Their mission is to be a professional opera company known for excellence and innovation by presenting quality opera, musical performances, education, and community engagement programs
Gulfshore Playhouse
Gulfshore Playhouse is passionately committed to enriching the cultural landscape of the region by producing professional theatre to the highest artistic standards and providing unique educational opportunities to diverse groups of people in a spirit of service, adventure, and excitement. Their work is inspired by a belief in the magic of theatre to expand the imagination, challenge the senses, provoke discussion, and revitalize in the audience an understanding of our common humanity. This belief drives the care with which they treat artists, audiences, students, staff, and members of the greater community.
Guadalupe Center
The Guadalupe Center is a purpose driven non-profit organization that exists to create possibilities through education for the students of Immokalee fostering personal and academic success leading to economic independence.
Multiple Sclerosis Center of Southwest Florida
The MS Center is a community center that provides valuable resources to individuals, and their families, who are affected by multiple sclerosis. The center’s goals are to reduce isolation, improve mobility, and reduce the risk of poor outcomes related to daily living.
Naples Ballet
Naples Ballet and Company is a 501(c), nonprofit organization dedicated to setting new standards for artistic excellence and promoting cultural enrichment by creating awareness of the art of dance within the Naples community. Their mission is to provide dancers of all ages with professional dance instruction and performance opportunities.
Naples Botanical Gardens
Naples Botanical Garden conserves the plants and habitats of the tropics, cultivates beauty, offers knowledge, and inspires the protection of nature.
PACE Center for Girls
Pace is one of the only multi-state gender-responsive, trauma-informed, and strength-based models for girls in the country, with a proven evidence base. Dedicated to changing the lives of girls through the development of critical life, health and mental health, and academic skills, Pace has a successful and proven program model that has changed the life trajectory of more than 40,000 girls and is recognized as one of the nation’s leading advocates for girls.
Humane Society Naples
Humane Society Naples is an independent nonprofit serving the public by providing care, shelter and placement into loving homes for orphaned animals in the Collier County area through pet adoptions. They never place a time limit on how long dogs, cats and other pets stay at their shelter.
Jingled Elves
Jingled Elves, Inc. is a 501(c)(3) organization providing funds to charitable organizations focused on improving the lives of women and children in Collier County, Florida.
Women Enabled Enterprises
WEE is a non-profit organization helping low income, high potential women in Africa start or grow a micro business for self-sufficiency. Ana Munro is on the Board of Directors and provides ongoing support to WEE's mission.
Compassion International
Through a holistic approach to child development, Compassion reaches children nationally and internationally to help release them from poverty.
The organization has a holistic approach as it blends physical, social, economic and spiritual care together.
Ana Munro has been a sponsor for several years.
Juan Ocanas has also been a sponsor of Compassion International for more than seven years.
The organization has a holistic approach as it blends physical, social, economic and spiritual care together.
Ana Munro has been a sponsor for several years.
Juan Ocanas has also been a sponsor of Compassion International for more than seven years.
Girls Who Invest
This organization's primary mission is to bring more women into portfolio management and leadership roles. Their approach is inclusive: education, mentoring, internships and a supportive community.
GFWC - General Federation of Women's Clubs
The GFWC's local chapter is the Naples Woman’s Club, a non-profit organization working to enhance the lives of others through philanthropic activities and volunteer service. Ana Munro serves as Sponsorship Chair and is a member of the Empowering Women Committee. Notable members of the GFWC include Sandra Day O'Connor (first woman Supreme Court Justice), Ellen Ochoa (first Hispanic woman astronaut to orbit space), Michelle Wie West (youngest woman to qualify for the LPGA), and Grace Brewster Murray Hopper (Naval Admiral who developed the Cobol programming language).
Parkinson’s Association of Southwest Florida
Parkinson’s disease affects some of our team members’ families as well as a number of our clients and their loved ones. The Parkinson’s Association of SWFL is a vital organization to improve the quality of life of those affected by Parkinson’s and other neurodegenerative diseases. They offer a variety of programs to educate, enrich and empower those affected. We are proud supporters of their important mission.
Charity Navigator
Charity Navigator is a growing database of nonprofits who are unbiasedly rated based on a research tool that includes data from the IRA, other partners and the charities themselves. Donors who are looking to make a difference can look up their non-profit to learn more in a transparent way. Ana Munro and The Calleja Group are partners who volunteer to educate about giving with impact, teaching kids to give, as well a variety of charitable giving strategies to maximize the benefits of giving.
American Heart Association
Ana Munro and The Calleja Group are proud supporters of Go Red for Women, an initiative whose mission is to bring awareness about prevention and warning signs of cardiovascular disease, the number 1 killer of women - causing 1 in 3 deaths each year.
Planning For Your Family's Financial Needs
Philanthropic Planning
Many of us prefer to combine our support for the causes and people we care about with a desire to save on taxes. Fortunately, there are strategies that may help us accomplish both. Whether you want to donate to charity or invest in a loved-one’s future, consider these tax‐smart ways to help make your giving go further.
Tax Savvy Ways of Giving Back
Trust and Estate Planning
With you every step of the way. The Calleja Group analyzes a client's tax and estate structures so that their tax characteristics are accurately incorporated in the asset allocation analysis performed for the client.
The State of Your Parents' Estate
Intangible Asset Management
Intangible assets are becoming increasingly important for individuals and companies to grow and generate profits.
Expectations and the Role of Intangible Assets
Family Governance
Particularly in the case of an ultra high net worth family engaged in a common enterprise, such as running a family business, operating a family office, or simply investing together as a family, it's extremely important to have a sound framework within which to make decisions - in other words, a family governance system.
Family Governance system
Signature Access
A broad range of specialty services are available to enrich and enhance the health, safety, comfort, and interests of affluent families, from private aviation, personal security, art advisory, and household staffing, to private health advisory services and advisory services for single family offices.
The Lifestyle Advisory Offering
Wealth Education
Achieving your investment goals isn’t just about maximizing returns. Reducing tax liabilities in your portfolio can also play a key role in helping you build wealth over the long run. As you review your income and portfolio, consider these steps to help reduce taxes on your investments.
How to Help Reduce Tax LiabilitiesHonors and Awards
Five Star Wealth Manager Award by Five Star Professional
Jorge Calleja - 2016-2025
Ana Munro - 2023-2025
Juan Ocanas - 2020-2021
Hina Sanghvi Cory - 2019
To receive the Five Star Wealth Manager award, a wealth manager must satisfy ten objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory review.
Ana Munro - 2023-2025
Juan Ocanas - 2020-2021
Hina Sanghvi Cory - 2019
To receive the Five Star Wealth Manager award, a wealth manager must satisfy ten objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory review.
Forbes America’s Top Women Wealth Advisors & Top Women Wealth Advisors Best-in-State
Ana Munro - 2025
The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.
All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.
All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State - 2024
Ana Munro - 2024
Juan Ocanas - 2023-2024
Forbes/SHOOK Top Next-Gen Advisors list features 100 top professionals who were born in 1985 or later. This exemplary group of young advisors all have long careers ahead of them and cumulatively manage nearly $279 billion in assets.
Juan Ocanas - 2023-2024
Forbes/SHOOK Top Next-Gen Advisors list features 100 top professionals who were born in 1985 or later. This exemplary group of young advisors all have long careers ahead of them and cumulatively manage nearly $279 billion in assets.
Morgan Stanley National Financial Advisory Council
Jorge Calleja - 2023-2025
The Morgan Stanley National Financial Advisory Council is a group of financial advisors who help clients achieve their financial goals through tailored solutions and personalized advice, with a focus on building strong, lasting relationships.
The Morgan Stanley National Financial Advisory Council is a group of financial advisors who help clients achieve their financial goals through tailored solutions and personalized advice, with a focus on building strong, lasting relationships.
Morgan Stanley Wealth Management Chairman’s Club
Jorge Calleja - 2022-2025
The Morgan Stanley Wealth Management Chairman's Club is an elite group composed of the firm's top financial advisors, recognizing and celebrating their exceptional performance and contributions.
The Morgan Stanley Wealth Management Chairman's Club is an elite group composed of the firm's top financial advisors, recognizing and celebrating their exceptional performance and contributions.
Morgan Stanley Wealth Management President’s Club
Jorge Calleja – 2010, 2020, 2021
An exclusive recognition program for top-performing financial advisors, based on criteria including performance, conduct, compliance, revenue, experience, and assets under supervision.
An exclusive recognition program for top-performing financial advisors, based on criteria including performance, conduct, compliance, revenue, experience, and assets under supervision.
Morgan Stanley Wealth Management Master’s Club
Jorge Calleja – 2013-2019
A prestigious club comprised of the firm's top Financial Advisors, for their consistent management service to their clients, exclusive to the firm's top Financial Advisors.
A prestigious club comprised of the firm's top Financial Advisors, for their consistent management service to their clients, exclusive to the firm's top Financial Advisors.
Gulfshore Business 40 Under 40 Award
Ana Munro - 2023
A recognition for exceptional individuals who have distinguished themselves within their professions and the Southwest Florida community as a whole.
A recognition for exceptional individuals who have distinguished themselves within their professions and the Southwest Florida community as a whole.
Morgan Stanley Pacesetter's Club
Adam Boole - 2020-2023
Joel "JJ" McKoan - 2023
Juan Ocanas - 2020
Morgan Stanley produces a yearly recognition program for Financial Advisors, who, in their first five years of practicing, demonstrate the highest professional standards and first class client service.
Joel "JJ" McKoan - 2023
Juan Ocanas - 2020
Morgan Stanley produces a yearly recognition program for Financial Advisors, who, in their first five years of practicing, demonstrate the highest professional standards and first class client service.
Chartered Financial Planner®
Ana Munro
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
Chartered Financial Planner®
Adam Boole
A Certified Exit Planning Advisor® (CEPA®) helps business owners navigate the complexities of selling their company, maximizing value and ensuring a smooth transition, while also considering personal and financial goals for life after business.
A Certified Exit Planning Advisor® (CEPA®) helps business owners navigate the complexities of selling their company, maximizing value and ensuring a smooth transition, while also considering personal and financial goals for life after business.
Location
8889 Pelican Bay Blvd
Ste 300
Naples, FL 34108
US
Direct:
(239) 449-7892(239) 449-7892
928 N Collier Blvd N
3rd floor
Marco Island, FL 34145
US
Meet The Calleja Group
Senior Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Senior Portfolio Manager, Workplace Advisor - Equity Compensation, Insurance Planning Director
Phone:
(239) 359-4872(239) 359-4872
Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Advisor, Portfolio Management Director, Financial Planning Specialist, Insurance Planning Director
Phone:
(239) 449-7853(239) 449-7853
Vice President, Financial Advisor, Portfolio Manager, Financial Planning Specialist, Alternative Investments Director
Phone:
(239) 449-7836(239) 449-7836
Phone:
(239) 449-7868(239) 449-7868
Cris Lozano
Registered Client Service Associate
Phone:
(239) 449-7845(239) 449-7845
Andrew Winnick
Registered Client Service Associate, Financial Planning Specialist
Phone:
(239) 449-7896(239) 449-7896
Denise Axt
Wealth Management Associate
Phone:
(239) 449-7898(239) 449-7898
Kelly Herradon
Registered Client Service Associate
Phone:
(239) 449-7895(239) 449-7895
About Jorge Calleja
HONORS AND AWARDS:
Morgan Stanley National Financial Advisory Council – 2023-2025
Morgan Stanley Wealth Management Chairman’s Club – 2022-2025
Five Star Professional Wealth Manager Award – 2016-2025
Morgan Stanley Wealth Management President’s Club – 2010, 2020, 2021
Morgan Stanley Wealth Management Master’s Club – 2013-2019
JORGE CALLEJA’S BIO:
Jorge A. Calleja is a Managing Director, Senior Portfolio Management Director, and Wealth Advisor at Morgan Stanley. Jorge earned a B.S. Degree in finance from the University of Florida’s Warrington School of Business. He is licensed in 38 states and is a 25-year veteran of the firm, having spent his entire professional career at Morgan Stanley.
Since 2008, Jorge has been part of Morgan Stanley’s portfolio management program which allows a select group of Morgan Stanley financial advisors who are qualified by the firm based on training, experience, and commitment, to make independent investment decisions in the management of assets. As a Senior Portfolio Management Director, Jorge studies investment trends and leverages the global resources of the firm to help clients develop a personalized investment strategy.
Jorge is also a Managing Director. An appointment made to a select group of advisers who must not only meet quantitative criteria, but are recognized as exhibiting leadership at the firm, both externally and internally, and is viewed as a role model of Morgan Stanley Wealth Management, and is consistently exemplifying high standards of guardianship.
Jorge and his team are highly experienced with strategies relating to trust and estate planning, as well as working with clients to develop customized investment portfolios and strategies.
Jorge is a member of the firm’s prestigious Chairman's Club. This is an elite group, composed of the firm’s top 2% of financial advisors. It recognizes Jorge’s consistent creativity and excellence in providing a wide range of investment products and wealth management services to his clients. He has served on the firm’s National Financial Advisor Council since 2023. The council acts as liaison between their colleagues and senior management in order to create a two-way communication to discuss and provide feedback and insight on key initiatives within the organization.
Jorge is most proud of his team’s active involvement in local charities. He and his team participate and support more than 20 charities in the community especially those with an emphasis on children and education. He currently serves on the Youth Haven Foundation Board. In his free time Jorge enjoys fishing and spending time with his family. He is married to his high school sweetheart, Gisselle. Jorge and Gisselle have lived in Naples almost 25 years and they are the proud parents of two children.
AWARDS DISCLOSURES:
Five Star Wealth Advisor
This award was issued on 2016-2025 based on the evaluation process below.
This evaluation was conducted by Five Star Professional (FSP) for the period from (add start and end dates of evaluation period - click link below to determine dates for your award/market) that considered, among other factors, the following:
• Favorable regulatory and complaint history review. As defined by FSP, the wealth manager has not: 1.) Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; 2.) Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with any regulatory authority or FSP’s consumer complaint process.
• Personal bankruptcy filing within the past 11 years.
• Termination from a financial services firm within the past 11 years.
• Conviction of a felony.
• One-year client retention rate.
• Five-year client retention rate.
Five Star Professional, as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. ©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Morgan Stanley National Financial Advisory Council – 2023-2025
Morgan Stanley Wealth Management Chairman’s Club – 2022-2025
Five Star Professional Wealth Manager Award – 2016-2025
Morgan Stanley Wealth Management President’s Club – 2010, 2020, 2021
Morgan Stanley Wealth Management Master’s Club – 2013-2019
JORGE CALLEJA’S BIO:
Jorge A. Calleja is a Managing Director, Senior Portfolio Management Director, and Wealth Advisor at Morgan Stanley. Jorge earned a B.S. Degree in finance from the University of Florida’s Warrington School of Business. He is licensed in 38 states and is a 25-year veteran of the firm, having spent his entire professional career at Morgan Stanley.
Since 2008, Jorge has been part of Morgan Stanley’s portfolio management program which allows a select group of Morgan Stanley financial advisors who are qualified by the firm based on training, experience, and commitment, to make independent investment decisions in the management of assets. As a Senior Portfolio Management Director, Jorge studies investment trends and leverages the global resources of the firm to help clients develop a personalized investment strategy.
Jorge is also a Managing Director. An appointment made to a select group of advisers who must not only meet quantitative criteria, but are recognized as exhibiting leadership at the firm, both externally and internally, and is viewed as a role model of Morgan Stanley Wealth Management, and is consistently exemplifying high standards of guardianship.
Jorge and his team are highly experienced with strategies relating to trust and estate planning, as well as working with clients to develop customized investment portfolios and strategies.
Jorge is a member of the firm’s prestigious Chairman's Club. This is an elite group, composed of the firm’s top 2% of financial advisors. It recognizes Jorge’s consistent creativity and excellence in providing a wide range of investment products and wealth management services to his clients. He has served on the firm’s National Financial Advisor Council since 2023. The council acts as liaison between their colleagues and senior management in order to create a two-way communication to discuss and provide feedback and insight on key initiatives within the organization.
Jorge is most proud of his team’s active involvement in local charities. He and his team participate and support more than 20 charities in the community especially those with an emphasis on children and education. He currently serves on the Youth Haven Foundation Board. In his free time Jorge enjoys fishing and spending time with his family. He is married to his high school sweetheart, Gisselle. Jorge and Gisselle have lived in Naples almost 25 years and they are the proud parents of two children.
AWARDS DISCLOSURES:
Five Star Wealth Advisor
This award was issued on 2016-2025 based on the evaluation process below.
This evaluation was conducted by Five Star Professional (FSP) for the period from (add start and end dates of evaluation period - click link below to determine dates for your award/market) that considered, among other factors, the following:
• Favorable regulatory and complaint history review. As defined by FSP, the wealth manager has not: 1.) Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; 2.) Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with any regulatory authority or FSP’s consumer complaint process.
• Personal bankruptcy filing within the past 11 years.
• Termination from a financial services firm within the past 11 years.
• Conviction of a felony.
• One-year client retention rate.
• Five-year client retention rate.
Five Star Professional, as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. ©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Securities Agent: CT, DC, DE, VT, WA, WI, WV, WY, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, AK, VA, AL, AR, AZ, CA, CO; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1395600
NMLS#: 1395600
About Ana Munro
HONORS AND AWARDS:
Forbes America’s Top Women Wealth Advisors & Top Women Wealth Advisors Best-in-State – 2025
Five Star Wealth Manager Award by Five Star Professional – 2023-2025
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State - 2024
Invest in Others Awards Honoree - 2024
8th Annual International Women's Day Awards - 2024
Gulfshore Business 40 Under 40 Award - 2023
BISA Rising Star Award - 2020
ANA MUNRO'S BIO:
Ana Munro is a respected leader in the financial industry with an 18-year career focused on excellence. As Senior Vice President at Morgan Stanley, she seamlessly blends traditional financial principles with forward-thinking strategies, empowering ultra-successful individuals and families to navigate the complexities of wealth with confidence and clarity.
Ana is a true architect of meaningful connections and she believes wealth management extends beyond numbers – it’s about building legacies that last for generations. She treats her clients like family, offering personalized attention, highly tailored solutions, and a deep sense of commitment to their success and happiness. She goes beyond conventional advisory roles, carefully curating the right team of experts to meet each client’s unique needs in a holistic transformative experience.
Ana’s impact extends beyond her clients. As a dynamic keynote speaker, she has shared her insights at major events and platforms such as You Matter, Disrupt HR, From Now to Next and Woman 2 Woman. Ana’s authentic leadership and passion for mentorship have also made her a trusted guide to interns and graduating students at Florida Gulf Coast University, where she helps shape the next generation of financial professionals.
As a champion for women’s leadership and empowerment, Ana is dedicated to elevating women in finance and executive leadership. She serves on the Board of Directors at Women Enabled Enterprises and at the Women’s Foundation of Collier County. She is also a founding member of Chief, an organization aimed at supporting women in C-level roles.
Ana’s academic credentials reflect her growth mindset. She holds a bachelor’s degree in finance, graduating summa cum laude, and an MBA with a concentration in Finance from Florida Gulf Coast University. As a Certified Financial Planner™ Professional, she upholds one of the industry’s highest ethical standards, ensuring her client’s best interests remain at the forefront of her practice. She also successfully completed Level I of the CFA® designation in 2019, further solidifying her skills in investment management.
Beyond her career, Ana is deeply committed to philanthropy and financial education. She actively supports organizations like Collier Literacy and provides pro bono financial planning services to help individuals in need gain access to financial literacy.
A proud Southwest Florida resident for two decades, Ana enjoys spending time outdoors with her husband and two sons, often playing sports and embracing an active lifestyle. The Munro family also shares a passion for travel and lifelong learning. Together, they have mastered multiple languages, including Dutch, German, Spanish and Portuguese – a testament to their deep appreciation for multiple cultures and global perspectives.
Through her work, leadership, and personal endeavors, Ana Munro continues to inspire, empower, and create lasting impact, proving that true wealth is measured not just in financial success, but in the lives we touch and the legacies we build.
AWARDS DISCLOSURES:
Forbes America's Top Women Wealth Advisors & Top Women Wealth Advisors Best-In-State 2025
Source: Forbes.com (Awarded February 2025). This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 9/30/23-9/30/24. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client impact, industry experience, review of best practices and compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
From
Five Star Wealth Advisor
This award was issued on 2/01/2023, 2/01/2024, and 3/01/2025 based on the evaluation process below.
This evaluation was conducted by Five Star Professional (FSP) for the period from (add start and end dates of evaluation period - click link below to determine dates for your award/market) that considered, among other factors, the following:
• Favorable regulatory and complaint history review. As defined by FSP, the wealth manager has not: 1.) Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; 2.) Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with any regulatory authority or FSP’s consumer complaint process.
• Personal bankruptcy filing within the past 11 years.
• Termination from a financial services firm within the past 11 years.
• Conviction of a felony.
• One-year client retention rate.
• Five-year client retention rate.
Five Star Professional, as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. ©2022 Morgan Stanley Smith Barney LLC. Member SIPC
NOTE: CLICK HERE TO FIND DATES FOR THE EVALUATION PERIODS FOR ALL FIVE-STAR AWARDS - LISTED BY MARKET.
From
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State 2024
Source: Forbes.com (August 2024) 2024 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/23-3/31/24. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.
From
Annual International Women's Day Award - Award by Nicole Shelley Inc. and Haute Living - Wealth (Women, Health and Wealth) Innovation Award (awarded 2024).
Various institutions with a presence in South Florida across 10 industries recommend nominees based on professional achievement, bio, length of service, and community involvement. A review panel consisting of a group of retired professionals in the respective industries for which nominees are being considered reviews each candidate and selects finalists based on professional excellence and community impact. Timeframe is March through November 2023.
Gulfshore Business magazine and their panel of judges identify 40 individuals who have distinguished themselves in their professions and in the community. The honorees' career choices may all be different, but they each share the commonality of making a difference in those careers and also their communities, all before reaching the age of 40.
Website:
https://www.gulfshorebusiness.com/gulfshore-business-40-under-40-class-of-2023/
Invest in Others Award: July 2024. Data compiled by Invest in Others Foundation based on the period between March 29, 2023 – March 29, 2024. For criteria and methodology, go to Invest in Others Awards
Through philanthropic and volunteer efforts for a variety of area nonprofits, each honoree has applied drive and passion to make Southwest Florida and beyond a better place to live and work for everyone.
https://www.investinothers.org/awards/
*2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Source: Forbes.com (2024). Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in I2024. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in March of the year the award was issued having commenced in March of the previous year. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ratings. These rankings are based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and these rankings may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research or Forbes. For more information, see www.SHOOKresearch.com. Morgan Stanley Disclosures: https://lnkd.in/eqMUCKdN
©2024 Morgan Stanley Smith Barney LLC. Member SIPC.
BISA's Rising Star provides recognition and is designed to foster leadership development for professionals of diverse backgrounds.
Website: https://www.bisanet.org/page/BISARisingStars
Securities Agent: SD, KY, WY, WI, WV, WA, VT, UT, TN, SC, OR, NJ, NV, OK, NY, NH, NE, RI, TX, MO, VA, ME, MD, PA, MA, LA, KS, IN, IA, AZ, CT, CO, CA, FL, GA, AR, MI, MN, DE, MS, MT, NC, AL, AK, ID, OH, IL, DC, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 434224
CA Insurance License #: 0K05620
AR Insurance License #: 15661642
Forbes America’s Top Women Wealth Advisors & Top Women Wealth Advisors Best-in-State – 2025
Five Star Wealth Manager Award by Five Star Professional – 2023-2025
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State - 2024
Invest in Others Awards Honoree - 2024
8th Annual International Women's Day Awards - 2024
Gulfshore Business 40 Under 40 Award - 2023
BISA Rising Star Award - 2020
ANA MUNRO'S BIO:
Ana Munro is a respected leader in the financial industry with an 18-year career focused on excellence. As Senior Vice President at Morgan Stanley, she seamlessly blends traditional financial principles with forward-thinking strategies, empowering ultra-successful individuals and families to navigate the complexities of wealth with confidence and clarity.
Ana is a true architect of meaningful connections and she believes wealth management extends beyond numbers – it’s about building legacies that last for generations. She treats her clients like family, offering personalized attention, highly tailored solutions, and a deep sense of commitment to their success and happiness. She goes beyond conventional advisory roles, carefully curating the right team of experts to meet each client’s unique needs in a holistic transformative experience.
Ana’s impact extends beyond her clients. As a dynamic keynote speaker, she has shared her insights at major events and platforms such as You Matter, Disrupt HR, From Now to Next and Woman 2 Woman. Ana’s authentic leadership and passion for mentorship have also made her a trusted guide to interns and graduating students at Florida Gulf Coast University, where she helps shape the next generation of financial professionals.
As a champion for women’s leadership and empowerment, Ana is dedicated to elevating women in finance and executive leadership. She serves on the Board of Directors at Women Enabled Enterprises and at the Women’s Foundation of Collier County. She is also a founding member of Chief, an organization aimed at supporting women in C-level roles.
Ana’s academic credentials reflect her growth mindset. She holds a bachelor’s degree in finance, graduating summa cum laude, and an MBA with a concentration in Finance from Florida Gulf Coast University. As a Certified Financial Planner™ Professional, she upholds one of the industry’s highest ethical standards, ensuring her client’s best interests remain at the forefront of her practice. She also successfully completed Level I of the CFA® designation in 2019, further solidifying her skills in investment management.
Beyond her career, Ana is deeply committed to philanthropy and financial education. She actively supports organizations like Collier Literacy and provides pro bono financial planning services to help individuals in need gain access to financial literacy.
A proud Southwest Florida resident for two decades, Ana enjoys spending time outdoors with her husband and two sons, often playing sports and embracing an active lifestyle. The Munro family also shares a passion for travel and lifelong learning. Together, they have mastered multiple languages, including Dutch, German, Spanish and Portuguese – a testament to their deep appreciation for multiple cultures and global perspectives.
Through her work, leadership, and personal endeavors, Ana Munro continues to inspire, empower, and create lasting impact, proving that true wealth is measured not just in financial success, but in the lives we touch and the legacies we build.
AWARDS DISCLOSURES:
Forbes America's Top Women Wealth Advisors & Top Women Wealth Advisors Best-In-State 2025
Source: Forbes.com (Awarded February 2025). This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 9/30/23-9/30/24. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client impact, industry experience, review of best practices and compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
From
Five Star Wealth Advisor
This award was issued on 2/01/2023, 2/01/2024, and 3/01/2025 based on the evaluation process below.
This evaluation was conducted by Five Star Professional (FSP) for the period from (add start and end dates of evaluation period - click link below to determine dates for your award/market) that considered, among other factors, the following:
• Favorable regulatory and complaint history review. As defined by FSP, the wealth manager has not: 1.) Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; 2.) Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with any regulatory authority or FSP’s consumer complaint process.
• Personal bankruptcy filing within the past 11 years.
• Termination from a financial services firm within the past 11 years.
• Conviction of a felony.
• One-year client retention rate.
• Five-year client retention rate.
Five Star Professional, as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. ©2022 Morgan Stanley Smith Barney LLC. Member SIPC
NOTE: CLICK HERE TO FIND DATES FOR THE EVALUATION PERIODS FOR ALL FIVE-STAR AWARDS - LISTED BY MARKET.
From
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State 2024
Source: Forbes.com (August 2024) 2024 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/23-3/31/24. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.
From
Annual International Women's Day Award - Award by Nicole Shelley Inc. and Haute Living - Wealth (Women, Health and Wealth) Innovation Award (awarded 2024).
Various institutions with a presence in South Florida across 10 industries recommend nominees based on professional achievement, bio, length of service, and community involvement. A review panel consisting of a group of retired professionals in the respective industries for which nominees are being considered reviews each candidate and selects finalists based on professional excellence and community impact. Timeframe is March through November 2023.
Gulfshore Business magazine and their panel of judges identify 40 individuals who have distinguished themselves in their professions and in the community. The honorees' career choices may all be different, but they each share the commonality of making a difference in those careers and also their communities, all before reaching the age of 40.
Website:
https://www.gulfshorebusiness.com/gulfshore-business-40-under-40-class-of-2023/
Invest in Others Award: July 2024. Data compiled by Invest in Others Foundation based on the period between March 29, 2023 – March 29, 2024. For criteria and methodology, go to Invest in Others Awards
Through philanthropic and volunteer efforts for a variety of area nonprofits, each honoree has applied drive and passion to make Southwest Florida and beyond a better place to live and work for everyone.
https://www.investinothers.org/awards/
*2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Source: Forbes.com (2024). Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in I2024. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in March of the year the award was issued having commenced in March of the previous year. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ratings. These rankings are based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and these rankings may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research or Forbes. For more information, see www.SHOOKresearch.com. Morgan Stanley Disclosures: https://lnkd.in/eqMUCKdN
©2024 Morgan Stanley Smith Barney LLC. Member SIPC.
BISA's Rising Star provides recognition and is designed to foster leadership development for professionals of diverse backgrounds.
Website: https://www.bisanet.org/page/BISARisingStars
Securities Agent: SD, KY, WY, WI, WV, WA, VT, UT, TN, SC, OR, NJ, NV, OK, NY, NH, NE, RI, TX, MO, VA, ME, MD, PA, MA, LA, KS, IN, IA, AZ, CT, CO, CA, FL, GA, AR, MI, MN, DE, MS, MT, NC, AL, AK, ID, OH, IL, DC, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 434224
CA Insurance License #: 0K05620
AR Insurance License #: 15661642
Securities Agent: SD, KY, WY, WI, WV, WA, VT, UT, TN, SC, OR, NJ, NV, OK, NY, NH, NE, RI, TX, MO, VA, ME, MD, PA, MA, LA, KS, IN, IA, AZ, CT, CO, CA, FL, GA, AR, MI, MN, DE, MS, MT, NC, AL, AK, ID, OH, IL, DC, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 434224
CA Insurance License #: 0K05620
AR Insurance License #: 15661642
NMLS#: 434224
CA Insurance License #: 0K05620
AR Insurance License #: 15661642
About Juan Ocanas
HONORS AND AWARDS:
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State - 2023-2024
Five Star Wealth Manager Award by Five Star Professional – 2020-2021
Morgan Stanley Pacesetter's Club - 2020
JUAN OCANAS' BIO
Juan is a seasoned veteran with a tenure of over 16 years in the dynamic world of finance. As a distinguished Portfolio Management Director, Family Wealth Advisor, Financial Planning Specialist, and Insurance Planning Director through Morgan Stanley, he possesses exceptional expertise that goes beyond traditional boundaries.
With strategic vision, Juan seamlessly integrates his specialized designations into his role as The Calleja Group’s investment strategist. By adeptly leveraging his skill set, Juan cultivates an environment where the convergence of financial management, wealth advisory, insurance planning, and comprehensive estate planning come together harmoniously.
Drawing upon the vast intellectual capital and unparalleled resources of Morgan Stanley, Juan stands resolute as a reliable source of knowledge, fostering intellectual collaborations with Morgan Stanley's renowned analysts. Through his unwavering dedication to excellence, Juan ensures that our client’s portfolios are integrated with the latest insights and cutting-edge thought leadership that defines Morgan Stanley.
Juan’s insight, experience, and ability for innovative thinking uniquely set him apart. Regardless of the economic landscape, Juan's clients are privy to a treasury of inventive ideas that have the power to reshape their financial landscapes, propelling them toward success in achieving their goals.
Beyond his professional achievements, Juan is a devoted husband and loving father of three. He cherishes every moment spent with his family, whether it’s casting a line into the beautiful waters of Southwest Florida during a serene fishing excursion or embarking on joyful outdoor adventures. With Juan’s faith remaining a cornerstone in his life, this allows him to bring a meaningful perspective to every undertaking, supporting a deep appreciation for the many blessings in his life.
Allow our team to help you craft a strategy where expertise and understanding come together in helping you achieve your goals. Experience the power of financial guidance that brings a distinct perspective that recognizes the importance of responsible stewardship, ethical decision-making, and leaving a lasting positive impact on client’s lives.
AWARDS DISCLOSURES:
2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Source: Forbes.com (2024). Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in I2024. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in March of the year the award was issued having commenced in March of the previous year. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ratings. These rankings are based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and these rankings may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research or Forbes. For more information, see www.SHOOKresearch.com. Morgan Stanley Disclosures: https://lnkd.in/eqMUCKdN
*Five Star Professional conducts market-specific research to identify outstanding service professionals. Founded in 2003, the Five Star award program is the largest and most widely published award program in North America, covering more than 45 major markets. Professionals recognized as award winners are published by Five Star Professional and its partners. Award winners cannot pay a fee to be included in the research or the final list of award recipients. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. *Five Star Wealth Advisor Award This award was issued in 2023. The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Source: Forbes.com (2024). Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in I2024. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in March of the year the award was issued having commenced in March of the previous year. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ratings. These rankings are based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and these rankings may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research or Forbes. For more information, see www.SHOOKresearch.com. Morgan Stanley Disclosures: https://lnkd.in/eqMUCKdN
©2024 Morgan Stanley Smith Barney LLC. Member SIPC.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State - 2023-2024
Five Star Wealth Manager Award by Five Star Professional – 2020-2021
Morgan Stanley Pacesetter's Club - 2020
JUAN OCANAS' BIO
Juan is a seasoned veteran with a tenure of over 16 years in the dynamic world of finance. As a distinguished Portfolio Management Director, Family Wealth Advisor, Financial Planning Specialist, and Insurance Planning Director through Morgan Stanley, he possesses exceptional expertise that goes beyond traditional boundaries.
With strategic vision, Juan seamlessly integrates his specialized designations into his role as The Calleja Group’s investment strategist. By adeptly leveraging his skill set, Juan cultivates an environment where the convergence of financial management, wealth advisory, insurance planning, and comprehensive estate planning come together harmoniously.
Drawing upon the vast intellectual capital and unparalleled resources of Morgan Stanley, Juan stands resolute as a reliable source of knowledge, fostering intellectual collaborations with Morgan Stanley's renowned analysts. Through his unwavering dedication to excellence, Juan ensures that our client’s portfolios are integrated with the latest insights and cutting-edge thought leadership that defines Morgan Stanley.
Juan’s insight, experience, and ability for innovative thinking uniquely set him apart. Regardless of the economic landscape, Juan's clients are privy to a treasury of inventive ideas that have the power to reshape their financial landscapes, propelling them toward success in achieving their goals.
Beyond his professional achievements, Juan is a devoted husband and loving father of three. He cherishes every moment spent with his family, whether it’s casting a line into the beautiful waters of Southwest Florida during a serene fishing excursion or embarking on joyful outdoor adventures. With Juan’s faith remaining a cornerstone in his life, this allows him to bring a meaningful perspective to every undertaking, supporting a deep appreciation for the many blessings in his life.
Allow our team to help you craft a strategy where expertise and understanding come together in helping you achieve your goals. Experience the power of financial guidance that brings a distinct perspective that recognizes the importance of responsible stewardship, ethical decision-making, and leaving a lasting positive impact on client’s lives.
AWARDS DISCLOSURES:
2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Source: Forbes.com (2024). Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in I2024. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in March of the year the award was issued having commenced in March of the previous year. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ratings. These rankings are based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and these rankings may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research or Forbes. For more information, see www.SHOOKresearch.com. Morgan Stanley Disclosures: https://lnkd.in/eqMUCKdN
*Five Star Professional conducts market-specific research to identify outstanding service professionals. Founded in 2003, the Five Star award program is the largest and most widely published award program in North America, covering more than 45 major markets. Professionals recognized as award winners are published by Five Star Professional and its partners. Award winners cannot pay a fee to be included in the research or the final list of award recipients. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. *Five Star Wealth Advisor Award This award was issued in 2023. The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Source: Forbes.com (2024). Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in I2024. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in March of the year the award was issued having commenced in March of the previous year. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ratings. These rankings are based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and these rankings may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research or Forbes. For more information, see www.SHOOKresearch.com. Morgan Stanley Disclosures: https://lnkd.in/eqMUCKdN
©2024 Morgan Stanley Smith Barney LLC. Member SIPC.
Securities Agent: RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 641775
CA Insurance License #: 4178906
NMLS#: 641775
CA Insurance License #: 4178906
About Hina Sanghvi Cory
Hina has over 17-year carrier in the Financial Industry and is a Vice President at Morgan Stanley.
With an energetic and positive attitude, Hina empowers clients with financial knowledge to help them achieve new levels of success. Her areas of focus include retirement planning, Tax-Efficient Investing, Alternative Investment Strategies, Insurance Solutions and Estate Planning. For Hina, professional success is measured in terms of client well-being and goal achievement.
Hina has a bachelor’s degree from India with concentration in economics and statistics from St Xavier’s College, India, and an MBA degree from the Florida Gulf Coast University. She has also earned the title of Alternative Investment Director by exhibiting deep knowledge of Alternative Investments that are becoming the new trend in constructing portfolios. She enjoys sharing her knowledge and experience with clients, empowering them to be all they can be and having a meaningful impact on the quality of their lives.
Prior to beginning her financial services career, Hina successfully owned and managed several businesses in Naples for 17 years. Her expertise in business development has proven to be a great asset. She applies her extensive knowledge as an entrepreneur and business owner to provide a more comprehensive and in-depth planning experience for her clients. Hina joined Morgan Stanley in 2015 after working at Fifth Third Bank and Wachovia Bank for eight collective years.
Hina is a strong believer in giving back to her community. Hina enjoys building long-term relationships with clients and serving as the team’s liaison to the community. She has served on the Board of The Books for Collier Kids, an organization that promotes better reading habits with elementary school children and has served as a Treasurer for the Naples Woman’s Club and Naples Newcomer’s Club North. Previous community activities also include Board member for the India Association of Southwest Florida (10 years), committee member for the “Power of the Purse” event at the Collier Country Community Foundation. She has also been instrumental in starting a new chapter of the Bonita-Estero Women’s Club in 2022.
Born and raised in India, Hina is very proud of her Indian culture. She moved to Naples in 1990 and has built a great life here with her husband Jeff. Collectively they have 4 children. She is an ardent Patriots and Tampa Bay Lightning fan. While traveling around the world may be one of her most favorite past times, golf is a close second, a hobby she recently embraced.
With an energetic and positive attitude, Hina empowers clients with financial knowledge to help them achieve new levels of success. Her areas of focus include retirement planning, Tax-Efficient Investing, Alternative Investment Strategies, Insurance Solutions and Estate Planning. For Hina, professional success is measured in terms of client well-being and goal achievement.
Hina has a bachelor’s degree from India with concentration in economics and statistics from St Xavier’s College, India, and an MBA degree from the Florida Gulf Coast University. She has also earned the title of Alternative Investment Director by exhibiting deep knowledge of Alternative Investments that are becoming the new trend in constructing portfolios. She enjoys sharing her knowledge and experience with clients, empowering them to be all they can be and having a meaningful impact on the quality of their lives.
Prior to beginning her financial services career, Hina successfully owned and managed several businesses in Naples for 17 years. Her expertise in business development has proven to be a great asset. She applies her extensive knowledge as an entrepreneur and business owner to provide a more comprehensive and in-depth planning experience for her clients. Hina joined Morgan Stanley in 2015 after working at Fifth Third Bank and Wachovia Bank for eight collective years.
Hina is a strong believer in giving back to her community. Hina enjoys building long-term relationships with clients and serving as the team’s liaison to the community. She has served on the Board of The Books for Collier Kids, an organization that promotes better reading habits with elementary school children and has served as a Treasurer for the Naples Woman’s Club and Naples Newcomer’s Club North. Previous community activities also include Board member for the India Association of Southwest Florida (10 years), committee member for the “Power of the Purse” event at the Collier Country Community Foundation. She has also been instrumental in starting a new chapter of the Bonita-Estero Women’s Club in 2022.
Born and raised in India, Hina is very proud of her Indian culture. She moved to Naples in 1990 and has built a great life here with her husband Jeff. Collectively they have 4 children. She is an ardent Patriots and Tampa Bay Lightning fan. While traveling around the world may be one of her most favorite past times, golf is a close second, a hobby she recently embraced.
Securities Agent: OH, NJ, MT, WI, TX, PR, IL, FL, LA, WY, WV, VT, VA, UT, TN, SC, RI, PA, OR, OK, NY, NV, NM, NH, NE, NC, MS, MO, MN, MI, ME, MD, MA, KY, KS, IN, ID, IA, GA, DE, DC, CT, CO, CA, AZ, AR, AL, AK, SD, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 434214
NMLS#: 434214
About Joel "JJ" McKoan
JJ brings significant experience in investment management, asset allocation, portfolio construction, alternatives and derivatives to the team. He and his partners provide customized wealth management and planning solutions to high net worth executives, entrepreneurs, celebrities, athletes and families.
Prior to joining Morgan Stanley, JJ held senior investment/portfolio management roles at several investment managers, including Chief Investment Officer at Royal Harbour Capital LLC, CIO and Head of Multi Asset Absolute Return and Tail Hedging Strategies at First Eagle Investment Management, and CIO of Unconstrained and Tail Hedging strategies/ Head of Global Credit Investing at AllianceBernstein.
In these roles, JJ managed the assets of some of the world’s largest and most sophisticated family offices, endowment funds, sovereign wealth funds, pension funds and insurance companies.
Prior to joining AllianceBernstein, JJ held senior trading and management roles on Wall Street, including Managing Director and Head of North American Debt Syndicate for UBS, and Managing Director and co-Head of Global Credit Trading, Research and Syndicate and Head of Global Fixed Income Distribution for UBS predecessor firms PaineWebber and Kidder, Peabody & Co.
JJ is a graduate of Yale and lives in Naples, Florida with his wife Evelyn and their twin daughters.
2023 Pacesetter's Club
Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Club membership is no guarantee of future performance.
Prior to joining Morgan Stanley, JJ held senior investment/portfolio management roles at several investment managers, including Chief Investment Officer at Royal Harbour Capital LLC, CIO and Head of Multi Asset Absolute Return and Tail Hedging Strategies at First Eagle Investment Management, and CIO of Unconstrained and Tail Hedging strategies/ Head of Global Credit Investing at AllianceBernstein.
In these roles, JJ managed the assets of some of the world’s largest and most sophisticated family offices, endowment funds, sovereign wealth funds, pension funds and insurance companies.
Prior to joining AllianceBernstein, JJ held senior trading and management roles on Wall Street, including Managing Director and Head of North American Debt Syndicate for UBS, and Managing Director and co-Head of Global Credit Trading, Research and Syndicate and Head of Global Fixed Income Distribution for UBS predecessor firms PaineWebber and Kidder, Peabody & Co.
JJ is a graduate of Yale and lives in Naples, Florida with his wife Evelyn and their twin daughters.
2023 Pacesetter's Club
Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Club membership is no guarantee of future performance.
Securities Agent: MT, MO, MN, ME, KY, IN, CA, WV, DC, CO, NV, OH, MA, IL, WA, VT, UT, IA, ID, TX, FL, LA, MD, MS, NC, NH, NY, TN, PA, OR, DE, OK, VA, AK, SD, SC, NJ, MI, KS, GA, CT, AZ, AR, AL, WY, WI, RI, NM, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 1935344
NMLS#: 1935344
About Adam Boole, CEPA®
HONORS AND AWARDS:
Morgan Stanley Pacesetter's Club 2020-2023
ADAM BOOLE'S BIO:
As a Certified Exit Planning Advisor®, Adam works alongside a select group of business owners, and high net worth individuals to help grow, streamline and eventually exit their business and manage their Wealth.
Adam develops personal wealth plans that align with business, personal, and philanthropic goals to provide guidance during all stages of life. He gives calculated and empowering advice to help achieve the goals of his clients.
He assists his team, the Calleja Group, on Alternative Investments, a unique set of private investments. Alternative Investments in Private Credit, Private Equity, Real Estate and Exchange Funds aid in diversifying client portfolios and provide potential solutions to complex estate and tax problems.
Adam and his family have been fortunate to call Naples home since 1958. He and his wife Julia have been involved in many non-profit organizations throughout the community including the Leadership Collier Foundation, The First Tee, Habitat for Humanity and the Sunshine Kids.
AWARDS DISCLOSURES:
Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Club membership is no guarantee of future performance.
Morgan Stanley Pacesetter's Club 2020-2023
ADAM BOOLE'S BIO:
As a Certified Exit Planning Advisor®, Adam works alongside a select group of business owners, and high net worth individuals to help grow, streamline and eventually exit their business and manage their Wealth.
Adam develops personal wealth plans that align with business, personal, and philanthropic goals to provide guidance during all stages of life. He gives calculated and empowering advice to help achieve the goals of his clients.
He assists his team, the Calleja Group, on Alternative Investments, a unique set of private investments. Alternative Investments in Private Credit, Private Equity, Real Estate and Exchange Funds aid in diversifying client portfolios and provide potential solutions to complex estate and tax problems.
Adam and his family have been fortunate to call Naples home since 1958. He and his wife Julia have been involved in many non-profit organizations throughout the community including the Leadership Collier Foundation, The First Tee, Habitat for Humanity and the Sunshine Kids.
AWARDS DISCLOSURES:
Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Club membership is no guarantee of future performance.
Securities Agent: TN, TX, UT, VA, VT, WA, WI, WV, WY, SD, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 1685001
CA Insurance License #: 4180732
NMLS#: 1685001
CA Insurance License #: 4180732
About Cris Lozano
Cris comes to Morgan Stanley as a rehire, from the Oak Brook, Illinois Branch where she completed the Financial Advisor Associate program and discovered her true passion for Financial Services. Her experience coupled with her strategic vision compliments her role as a Registered Client Service Associate with The Calleja Group. Her career background prior to entering Financial Services includes 20+ years in various sectors of the real estate industry primarily in portfolio asset management and commercial leasing. The real estate industry gave Cris a deep appreciation for building relationships and helping individuals define and execute their goals. Cris has two adult children and one grandson. In her spare time, she enjoys spending time with her family, visiting Naples beaches, cooking, reading and outdoor activities.
About Andrew Winnick
Andrew has 8 years of experience in the financial industry. Prior to joining Morgan Stanley, Andrew was a Private Client Banker at JP Morgan Chase where he worked with clients to develop solutions and work towards their financial goals. Previous to JP Morgan Chase, Andrew was in Insurance Sales at Washington National. Andrew attended Southern Illinois University and graduated with a bachelor’s degree in Finance and Accounting. Andrew moved to Florida from California in 2020. In his free time, he enjoys traveling, boating, and watching sports with friends.
About Denise Axt
Denise has worked within the financial services industry for over 14 years and has an Accounting degree from Rutgers Business School – New Brunswick. Prior to joining Morgan Stanley, she held positions in both Business Management and Advisory Compliance for the Futures & OTC Clearing business of HSBC. Prior to HSBC, Denise was an external auditor within the Audit & Assurance group of Deloitte. Denise and her family moved from New Jersey to Southwest Florida in 2022. In her free time she loves exploring all the parks, playgrounds, beaches and the beautiful Naples Zoo with her husband and two young sons.
About Kelly Herradon
Kelly brings a strong foundation in financial services, with experience helping clients navigate their financial goals. Before joining Morgan Stanley, she was a Financial Solutions Advisor at Merrill Lynch, where she specialized in creating tailored strategies to support clients’ unique needs. A proud graduate of the University of Florida, Kelly earned a Bachelor’s degree in Sports Management before pursuing her MBA at Nova Southeastern University. Originally from Miami, she made Naples her home in 2022. Outside of work, Kelly enjoys traveling, reading, and watching sports.
Contact Jorge Calleja
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Contact Juan Ocanas
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Contact Joel "JJ" McKoan
Contact Adam Boole, CEPA®
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Stacey Herring
Private Banker
Lisa Simms, CFP®
Financial Planning Director, Vice President
About Stacey Herring
Stacey Herring is a Private Banker serving Morgan Stanley Wealth Management offices in Florida.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Stacey began her career in financial services in 1994, and joined Morgan Stanley in 2014. Prior to joining the firm, she was a Mortgage Sales Manager at SunTrust Bank and a Senior Mortgage Loan Officer for over 17 years at Fifth Third Bank. Stacey is a graduate of Florida State University, where she received a Bachelor of Science in Business Marketing and a Minor in Communications.
Stacey currently serves on the Women’s Foundation of Collier County Board of Directors, as well as Junior Achievement of SWFL’s Advisory Board. In addition, Stacey has chaired many community endeavors, serving Naples Community Hospital, PACE Center for Girls of Collier County, and Youth Haven. She is a graduate of the Naples Chamber of Commerce’s Leadership Collier program, awarded Gulfshore Business Magazine’s “40 Under 40 Award”, and in 2013 was awarded the Glass Slipper Award by The Education
Foundation, Champions for Learning. In 2014, Stacey was named a Woman of Initiative by the Community Foundation of Collier County for her philanthropy,dedication, and commitment to children’s causes.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Stacey began her career in financial services in 1994, and joined Morgan Stanley in 2014. Prior to joining the firm, she was a Mortgage Sales Manager at SunTrust Bank and a Senior Mortgage Loan Officer for over 17 years at Fifth Third Bank. Stacey is a graduate of Florida State University, where she received a Bachelor of Science in Business Marketing and a Minor in Communications.
Stacey currently serves on the Women’s Foundation of Collier County Board of Directors, as well as Junior Achievement of SWFL’s Advisory Board. In addition, Stacey has chaired many community endeavors, serving Naples Community Hospital, PACE Center for Girls of Collier County, and Youth Haven. She is a graduate of the Naples Chamber of Commerce’s Leadership Collier program, awarded Gulfshore Business Magazine’s “40 Under 40 Award”, and in 2013 was awarded the Glass Slipper Award by The Education
Foundation, Champions for Learning. In 2014, Stacey was named a Woman of Initiative by the Community Foundation of Collier County for her philanthropy,dedication, and commitment to children’s causes.
NMLS#: 434321
About Lisa Simms
Lisa Simms, CFP® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in SW Florida. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Lisa began her career in financial services in 1999 and joined Morgan Stanley in 2002. Prior to working for Morgan Stanley, she began her career as a financial advisor for PaineWebber and Charles Schwab.
Lisa graduated with a Bachelor of Science degree from the University of Florida and holds her CERTIFIED FINANCIAL PLANNER TM designation. Lisa lives in Sarasota with her husband Marc. Outside of work Lisa enjoys horseback riding, snow skiing, and the beach.
Lisa began her career in financial services in 1999 and joined Morgan Stanley in 2002. Prior to working for Morgan Stanley, she began her career as a financial advisor for PaineWebber and Charles Schwab.
Lisa graduated with a Bachelor of Science degree from the University of Florida and holds her CERTIFIED FINANCIAL PLANNER TM designation. Lisa lives in Sarasota with her husband Marc. Outside of work Lisa enjoys horseback riding, snow skiing, and the beach.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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. Clients 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.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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. Clients 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.
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Financial Planning for Life After Selling a Business
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Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Calleja Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
3Morgan 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.
4Morgan 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, charitable giving, philanthropic planning and other legal matters.
5Morgan 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.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
7Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
8Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
9Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
10When 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.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
3Morgan 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.
4Morgan 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, charitable giving, philanthropic planning and other legal matters.
5Morgan 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.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
7Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
8Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
9Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
10When 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.
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.
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Awards Disclosures
CRC 6491812 (04/2024), 3582895 (6/2024)
