Jason M. Duke, CFP®
Executive Director, Financial Advisor, Family Wealth Director, Senior Portfolio Management Director
Phone:
(239) 432-5275(239) 432-5275
Calusa Wealth Management Group at Morgan Stanley
Direct:
(239) 432-1300(239) 432-1300
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals.
NAVIGATING THE COMPLEXITIES OF SIGNIFICANT WEALTH
As you become more successful and your financial world becomes more complex, careful planning and tailored advice become even more important to achieving your life goals.
We, the Calusa Wealth Management Group, take a caring and consultative approach to simplifying your financial life. We provide the experience, vision and execution needed to help grow and preserve your wealth, while inspiring a level of confidence that allows you to spend less time worrying about your finances and more time pursuing the activities you enjoy.
EXPERIENCE
Our team offers the knowledge, wisdom and skills achieved from decades of working with affluent families. We invite you to visit the next tab on our website to see the broad array of services we offer, as well as the team members who are dedicated to each area of concentration.
VISION
We leverage our years of experience and our market insights to deliver solutions that address the complexities of significant wealth. To help ensure we deliver "first-class business in a first-class way," we invest in our own professional development, earning advanced industry and firm credentials. This focus enables us to remain on the forefront of the most effective strategies, while continually striving to create a more impactful experience for our clients.
EXECUTION
We combine the vast resources of a global firm with the intimate relationship you expect from a wealth management boutique. As our client, you benefit from the best-in-class tools and analytics that drive all of our relationships. You will also enjoy the highest level of client service, enhanced by the personal attention of each team member.
We are proud of the bespoke solutions and premium service we deliver to our clients every day and welcome the opportunity to deliver this same level of excellence to you and your loved ones.
We, the Calusa Wealth Management Group, take a caring and consultative approach to simplifying your financial life. We provide the experience, vision and execution needed to help grow and preserve your wealth, while inspiring a level of confidence that allows you to spend less time worrying about your finances and more time pursuing the activities you enjoy.
EXPERIENCE
Our team offers the knowledge, wisdom and skills achieved from decades of working with affluent families. We invite you to visit the next tab on our website to see the broad array of services we offer, as well as the team members who are dedicated to each area of concentration.
VISION
We leverage our years of experience and our market insights to deliver solutions that address the complexities of significant wealth. To help ensure we deliver "first-class business in a first-class way," we invest in our own professional development, earning advanced industry and firm credentials. This focus enables us to remain on the forefront of the most effective strategies, while continually striving to create a more impactful experience for our clients.
EXECUTION
We combine the vast resources of a global firm with the intimate relationship you expect from a wealth management boutique. As our client, you benefit from the best-in-class tools and analytics that drive all of our relationships. You will also enjoy the highest level of client service, enhanced by the personal attention of each team member.
We are proud of the bespoke solutions and premium service we deliver to our clients every day and welcome the opportunity to deliver this same level of excellence to you and your loved ones.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
A DISCIPLINED PROCESS FOCUSED ON YOU
We don't believe in a one-size-fits-all approach to wealth consulting and financial planning. We listen carefully to what is important to you so we can build a customized plan that can navigate the ups and downs of today's financial markets. Through each step, we provide objective advice and investment insights to construct a plan that is truly customized to your values, your priorities, and your vision for the future.
1 – DISCOVERY
We begin with an in-depth conversation to understand what is important to you, your family and your future. We learn about your attitudes towards investing and the values that shape your decisions. We also identify any circumstances unique to your situation.
2 – ANALYSIS
Utilizing best-in-class financial planning tools, we develop a personalized and detailed strategy with recommendations to help you grow, preserve and transfer your wealth. This serves as the foundation for building your initial plan, as well as future investment decisions.
3 – IMPLEMENTATION
We present your tailored plan in detail and explain why we recommend each strategy. We discuss the rationale for each solution, refining your plan based on our discussions. Once approved, we begin our comprehensive onboarding process. We believe in full transparency and keep you involved each step of the journey.
4 - CONCIERGE SERVICE
Committed to premium service, we develop a relationship that provides special value to you and your family. As we execute each strategy, we set up tools so you have immediate access to your account information. Because markets and personal needs evolve over time, we schedule ongoing meetings to ensure your plan remains on track to achieving your goals.
Location
7811 University Pointe Drive
Ft. Myers, FL 33907
US
Direct:
(239) 432-1300(239) 432-1300
Meet Calusa Wealth Management Group
Laurie G. Moore, CFP®
Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(239) 432-5262(239) 432-5262
Phone:
(239) 432-5283(239) 432-5283
Carly Rainero
Portfolio Associate
Phone:
(239) 432-1313(239) 432-1313
About Jason M. Duke
A Certified Financial Planner, Family Wealth Director, and founding partner of Calusa Wealth Management Group, Jason has dedicated his career to serving the specialized needs of individuals and families who have accumulated a higher level of wealth. His disciplined approach has earned him industry and firm recognition. Jason was named to the Forbes Best-in-State Advisors list in 2019 and the Gulfshore Business “40 Under 40” list in 2020. He is also a member of Morgan Stanley’s Masters Club, an elite group composed of the firm’s top Financial Advisors and served as the Fort Myers Branch Manager from 2015-2020.
Growing up in Fort Lauderdale, Jason has always had an interest in the financial markets. After graduating from Samford University with a B.S. degree in Accounting, he began his career as a Financial Advisor at Morgan Stanley in 2003. Jason enjoys helping clients understand the intricate details of their finances, so they can make more informed and confident decisions about their wealth. He receives great satisfaction knowing he is making a significant impact on the quality of his clients’ lives and often becomes one of the most important relationships to their families.
Throughout his career, Jason has remained committed to professional development. He is a Certified Financial Planner (CFP®) and was recently named a Family Wealth Director at Morgan Stanley. This distinction – achieved by less than four percent of the firm’s advisors – provides Jason and his team with access to an exclusive set of resources that are designed to help families manage the multigenerational and more complex challenges of significant wealth. Jason is also a Senior Portfolio Management Director and Workplace Advisor of Equity Compensation at Morgan Stanley.
Jason’s desire to help others achieve their personal and professional goals is equaled only by his dedication to his community and his family. Over the years, he has held several board and leadership roles at organizations that focus on giving people the tools and information they need to make their lives better. These organizations include SWFL Children's Charities (trustee), Junior Achievement (past board member), Red Cross (past board chairperson), Horizon Foundation, Edison Awards and Captains for Clean Water.
Jason resides in Fort Myers with his wife, Ellen, and their three children, Miles, Teddy, and Lorelei. An avid saltwater fisherman, Jason competes in some of the most prestigious Tarpon and back country fly fishing tournaments in the world that are hosted every year in the Florida Keys.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Jan 2020) Data compiled by SHOOK Research LLC based on time period from 6/30/18 - 6/30/19.
Growing up in Fort Lauderdale, Jason has always had an interest in the financial markets. After graduating from Samford University with a B.S. degree in Accounting, he began his career as a Financial Advisor at Morgan Stanley in 2003. Jason enjoys helping clients understand the intricate details of their finances, so they can make more informed and confident decisions about their wealth. He receives great satisfaction knowing he is making a significant impact on the quality of his clients’ lives and often becomes one of the most important relationships to their families.
Throughout his career, Jason has remained committed to professional development. He is a Certified Financial Planner (CFP®) and was recently named a Family Wealth Director at Morgan Stanley. This distinction – achieved by less than four percent of the firm’s advisors – provides Jason and his team with access to an exclusive set of resources that are designed to help families manage the multigenerational and more complex challenges of significant wealth. Jason is also a Senior Portfolio Management Director and Workplace Advisor of Equity Compensation at Morgan Stanley.
Jason’s desire to help others achieve their personal and professional goals is equaled only by his dedication to his community and his family. Over the years, he has held several board and leadership roles at organizations that focus on giving people the tools and information they need to make their lives better. These organizations include SWFL Children's Charities (trustee), Junior Achievement (past board member), Red Cross (past board chairperson), Horizon Foundation, Edison Awards and Captains for Clean Water.
Jason resides in Fort Myers with his wife, Ellen, and their three children, Miles, Teddy, and Lorelei. An avid saltwater fisherman, Jason competes in some of the most prestigious Tarpon and back country fly fishing tournaments in the world that are hosted every year in the Florida Keys.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Jan 2020) Data compiled by SHOOK Research LLC based on time period from 6/30/18 - 6/30/19.
Securities Agent: CA, ID, OH, NE, IN, WI, SC, OK, MO, UT, TN, KS, CO, AZ, TX, WA, OR, NC, MA, FL, CT, AL, PA, NV, IA, WV, NJ, MI, GA, VT, VA, MN, LA, DC, NY, IL, MD; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1295570
CA Insurance License #: 0K69663
NMLS#: 1295570
CA Insurance License #: 0K69663
About Laurie G. Moore
Laurie is an experienced CERTIFIED FINANCIAL PLANNER (CFP®), and Senior Portfolio Manager, at Calusa Wealth Management Group, a highly skilled wealth advisory team located in Fort Myers. She is guided by a belief that clients deserve honesty, integrity, and hard work from their advisory team and comes to work every day focused on delivering on these principles. Laurie’s results-driven approach has earned her firm recognition. In 2020, she was named to Morgan Stanley’s Pacesetter’s Club, a program that recognizes Financial Advisors who, early in their career, have demonstrated the highest professional standards and first-class client service.
A lifelong resident of Ft. Myers, Laurie earned her Bachelor’s and Master of Accounting degrees from the University of Florida. Upon graduation, she began her career as a Certified Public Accountant (non-practicing at Morgan Stanley) at RSM, an international accounting firm located in Naples. It was during this experience that Laurie discovered her real interest was working more directly with people to help them solve complex problems. This inspired Laurie to shift her focus to a profession that would pair her analytical skills with her desire to make a real difference in people’s lives.
Today, Laurie draws upon her vast experiences to provide clients with customized investment portfolios and tailored advice. She enjoys solving problems for clients and sharing insights from others who have experienced similar challenges in life and in business. Above all, she excels at simplifying the complexities of investing, effectively explaining her strategies with simple and easy-to-understand language. Helping families develop and implement a financial plan gives her great satisfaction, knowing she is playing an important part in their personal journey towards financial independence.
With her continued passion to help others, Laurie is actively involved in many local organizations and holds several leadership roles. These groups include the Junior League of Fort Myers (former board member and sustainer); the Fort Myers Women’s Community Club (board of directors and member); Hope Hospice SHINE Committee (2019 and 2021 member) , and the Edison Pageant of Light (Board Member and Past Treasurer).
Outside of the office, Laurie’s life centers on a love for travel and new adventures. She and her husband, Ian, are high school sweethearts and have a daughter, Claire, a son, Rhett, and a German Shepherd named Marshall. They also love to entertain and spend time in the kitchen trying out new recipes. Boating and cheering on the Florida Gators are other fun activities they both enjoy with family and friends.
A lifelong resident of Ft. Myers, Laurie earned her Bachelor’s and Master of Accounting degrees from the University of Florida. Upon graduation, she began her career as a Certified Public Accountant (non-practicing at Morgan Stanley) at RSM, an international accounting firm located in Naples. It was during this experience that Laurie discovered her real interest was working more directly with people to help them solve complex problems. This inspired Laurie to shift her focus to a profession that would pair her analytical skills with her desire to make a real difference in people’s lives.
Today, Laurie draws upon her vast experiences to provide clients with customized investment portfolios and tailored advice. She enjoys solving problems for clients and sharing insights from others who have experienced similar challenges in life and in business. Above all, she excels at simplifying the complexities of investing, effectively explaining her strategies with simple and easy-to-understand language. Helping families develop and implement a financial plan gives her great satisfaction, knowing she is playing an important part in their personal journey towards financial independence.
With her continued passion to help others, Laurie is actively involved in many local organizations and holds several leadership roles. These groups include the Junior League of Fort Myers (former board member and sustainer); the Fort Myers Women’s Community Club (board of directors and member); Hope Hospice SHINE Committee (2019 and 2021 member) , and the Edison Pageant of Light (Board Member and Past Treasurer).
Outside of the office, Laurie’s life centers on a love for travel and new adventures. She and her husband, Ian, are high school sweethearts and have a daughter, Claire, a son, Rhett, and a German Shepherd named Marshall. They also love to entertain and spend time in the kitchen trying out new recipes. Boating and cheering on the Florida Gators are other fun activities they both enjoy with family and friends.
Securities Agent: NY, NJ, KS, DC, TN, OR, OH, MN, IA, PA, MA, WA, FL, TX, VT, NE, MI, MD, AL, NC, WV, IN, ID, CA, CT, VA, OK, NV, LA, WI, MO, IL, GA, CO, AZ, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 1528204
NMLS#: 1528204
About William P. duPont
William is committed to building long-term relationships focused on exceptional service and communication with his clients. William works with his clients to define and meet set goals by delivering a vast array of resources in the way that is most appropriate for how they invest and what they want to achieve. William has his FINRA Series 7, 66 and Life, Health and Variable Annuities licenses.
William attended the University of Florida in Gainesville, FL and obtained his B.A. degree from the College of Liberal Arts & Sciences and his M.S. degree from the Hough Graduate School of Business. During William’s time at UF he was actively involved in the Sigma Chi Fraternity and a variety of scholastic organizations.
William is a Florida native and was born and raised in Fort Myers, FL. During his free time, he enjoys boating, fishing, golfing, and spending time with family and friends. William is actively involved with the Sanibel Kiwanis Chapter, Saint Michael’s and All Angels Episcopal Church, the Builders Industry Association and the UF Alumni Association.
William attended the University of Florida in Gainesville, FL and obtained his B.A. degree from the College of Liberal Arts & Sciences and his M.S. degree from the Hough Graduate School of Business. During William’s time at UF he was actively involved in the Sigma Chi Fraternity and a variety of scholastic organizations.
William is a Florida native and was born and raised in Fort Myers, FL. During his free time, he enjoys boating, fishing, golfing, and spending time with family and friends. William is actively involved with the Sanibel Kiwanis Chapter, Saint Michael’s and All Angels Episcopal Church, the Builders Industry Association and the UF Alumni Association.
Securities Agent: TX, ID, VT, UT, MA, IL, AZ, AL, OH, NC, LA, KY, CA, WV, PA, NE, GA, DC, CO, MI, WI, WA, VA, OR, OK, IA, CT, SC, ME, KS, IN, TN, NJ, FL, NY, MN, MD, NV, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 1508311
NMLS#: 1508311
About Carly Rainero
Carly is a Portfolio Associate at The Duke Moore Wealth Management Group with 15 years of industry experience. A results-driven professional, she is committed to cultivating deep relationships with clients so she can help them solve their financial challenges with ease and efficiency. Carly’s primary responsibilities include helping with all aspects of discovery process, onboarding new clients, as well as the implementation of each client’s financial plan. She enjoys helping clients understand and assemble the “big picture” of their finances, so they can focus on enjoying the wealth they’ve worked so hard to achieve.
Growing up in the South, Carly learned firsthand the power of financial advice and long-term planning from her father, a successful Financial Advisor for more than 45 years. His focus on helping others achieve their goals inspired Carly to pursue a similar career in financial services. She earned her MBA and undergraduate degree from Florida State University and currently holds her FINRA Series 7, 63 and 65 licenses.
Carly began her career in the investment advisory business in 2006 as a Regional Director with a small independent advisory firm in Clearwater, where her father had his practice. She was also a marketing director and a representative for several large medical and information technology corporations.
Outside of the office, Carly loves to volunteer at both the Cultural Park Theatre and Melody Lane Performing Arts Center. She is a member of Pine Island United Methodist Church and is a former Board member and current sustaining member of the Junior League of Fort Myers. She and her husband, Guido, live in Cape Coral with their two daughters, Georgia and Reese, who keep them very busy. In her free time, Carly enjoys attending live concerts and theatre, supporting FSU sports, and leisure days at the beach.
Growing up in the South, Carly learned firsthand the power of financial advice and long-term planning from her father, a successful Financial Advisor for more than 45 years. His focus on helping others achieve their goals inspired Carly to pursue a similar career in financial services. She earned her MBA and undergraduate degree from Florida State University and currently holds her FINRA Series 7, 63 and 65 licenses.
Carly began her career in the investment advisory business in 2006 as a Regional Director with a small independent advisory firm in Clearwater, where her father had his practice. She was also a marketing director and a representative for several large medical and information technology corporations.
Outside of the office, Carly loves to volunteer at both the Cultural Park Theatre and Melody Lane Performing Arts Center. She is a member of Pine Island United Methodist Church and is a former Board member and current sustaining member of the Junior League of Fort Myers. She and her husband, Guido, live in Cape Coral with their two daughters, Georgia and Reese, who keep them very busy. In her free time, Carly enjoys attending live concerts and theatre, supporting FSU sports, and leisure days at the beach.
Contact Jason M. Duke
Contact Laurie G. Moore
Contact William P. duPont
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
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Working closely with you to guide your wealth and investments through the most challenging market cycles.
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Financial Wellness
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 Calusa Wealth Management 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.
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
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
CRC 6491812 (04/2024)
