Michael Washburn
First Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(717) 852-4125(717) 852-4125
The Evergreen Valley Group at Morgan Stanley
Direct:
(717) 852-4120(717) 852-4120
Toll-Free:
(800) 343-5235(800) 343-5235
Our Mission Statement
We provide the wisdom, knowledge, and insights
to serve as your single point of contact
for all your family wealth needs,
simplifying your life and
strengthening your family’s financial confidence.
to serve as your single point of contact
for all your family wealth needs,
simplifying your life and
strengthening your family’s financial confidence.
Family Wealth Management with a Personal Touch
If you are like many of our clients, you seek greater balance in your life. You’d prefer to spend more time with your family or on your career, and less time managing the day-to-day aspects of your finances. You value a team of caring Financial Advisors who can help you make smarter decisions about your wealth, supported by a disciplined process that can set you on a path to longstanding success.
At The Evergreen Valley Group, we understand the challenges you face. We provide a personalized approach to wealth management that helps you unlock the power of your assets, while simplifying your financial life.
Our consultative approach covers the full spectrum of customized strategies – from putting your children through college and preparing for retirement to caring for a special needs family member and leaving a lasting legacy. We combine our many talents with the global resources of Morgan Stanley to create a wealth management experience that is unique to you and your life circumstances.
As you begin to work with us, you will experience a exceptional level of service that prioritizes your best interests as we help you navigate the distractions of today’s complex markets. We are proud of the personalized strategies we provide each client and welcome the opportunity to deliver this same level of excellence to you and your family.
At The Evergreen Valley Group, we understand the challenges you face. We provide a personalized approach to wealth management that helps you unlock the power of your assets, while simplifying your financial life.
Our consultative approach covers the full spectrum of customized strategies – from putting your children through college and preparing for retirement to caring for a special needs family member and leaving a lasting legacy. We combine our many talents with the global resources of Morgan Stanley to create a wealth management experience that is unique to you and your life circumstances.
As you begin to work with us, you will experience a exceptional level of service that prioritizes your best interests as we help you navigate the distractions of today’s complex markets. We are proud of the personalized strategies we provide each client and welcome the opportunity to deliver this same level of excellence to you and your family.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
OUR CORE STRENGTHS
We come to work every day focused on making a real difference in the lives of our clients and the people they care about. The following attributes underscore our commitment to an exceptional client experience.
Caring Relationships
We are dedicated to building deep relationships. We do this by working with a select group of families who value our depth of knowledge and experience in providing holistic strategies that go well beyond investments. The bonds we form are fundamental to our mission, and it is our intention that they span generations.
Personalized Service
We take the time to get to know you personally, so we may understand the challenges and circumstances surrounding your wealth. This enables us to create a plan that is customized to your situation and can easily adapt to changes in your life and new priorities as they change over time.
Experience and Knowledge
We combine our problem-solving skills with an impassioned willingness to roll up our sleeves and identify forward-thinking strategies so that we may meet, and often exceed, your particular objectives. We believe the more complex your situation, the more valuable we are to you, and the more rewarding your overall experience will be.
Total Wealth Management
We provide a one-stop shop for all of your financial needs. Whether you need guidance with growth, asset preservation or legacy planning, we want to be your first phone call for anything financial. Our ultimate goal is to offer appropriate advice and service BEFORE you know you need it and to respond to every request or question immediately.
A Team Approach
We often collaborate with professionals across Morgan Stanley, as well as others within the industry. We can work in tandem with your accountant, attorney, and other advisors to help you effectively manage your wealth, while helping ensure each recommendation is fully aligned and implemented.
Ongoing Education
Financial education is a vital element of our practice and helps with continuity as wealth moves from one generation to the next. From retirement planning to asset allocation modeling and cash flow analysis, we are here to guide you through every financial situation you may encounter.
YOUR FINANCIAL JOURNEY
Before embarking on an important journey, it’s essential to create a clear and confident roadmap. The same is true when planning your financial future.
We begin our process by understanding where you are today and where you want to go. We assess your current path, using a variety of specialized tools and techniques. We determine if your plan is on course, recommending strategies to enhance the journey and avoid any detours. Should we experience unexpected roadblocks along the way, we’ll use our own version of GPS to make proper adjustments, so that we can help you arrive at your destination as scheduled.
We begin our process by understanding where you are today and where you want to go. We assess your current path, using a variety of specialized tools and techniques. We determine if your plan is on course, recommending strategies to enhance the journey and avoid any detours. Should we experience unexpected roadblocks along the way, we’ll use our own version of GPS to make proper adjustments, so that we can help you arrive at your destination as scheduled.
1: Discovery
We begin with an in-depth conversation to understand what is most important to you. We learn about the values that shape your decisions and identify any circumstances unique to your situation. At the end of the discussion, we’ll request copies of important financial documents to fully understand your current financial situation.
2: Analysis
Here, we conduct a detailed analysis of your financial situation using various financial planning and risk analysis tools. Because planning is integral to everything we do, this step may involve additional conversations to fully understand the details of your life and your current finances.
3: Presentation
We present your plan in detail, which includes investment recommendations, as well as other strategies aimed at reducing risk, managing taxes, and helping you achieve your estate planning goals. Based on our discussion, we will revise your plan accordingly.
4. Implementation
With your approval, we begin to implement the strategies outlined in your plan. Once your assets have been successfully transferred to Morgan Stanley, we walk you through the details of your new statement and introduce you to all the resources now available to you (see the “Modern Wealth Tools” tab for some examples).
5: Ongoing Service and Care
Milestones like retirement or selling a business can all have a dramatic impact on your wealth. We review your plan with you on an ongoing basis so it can be adapted as changes in your life occur. We also work with you to evaluate your investments over time, recommending adjustments, so your strategy continuously reflects your evolving needs and goals.
NAVIGATING MAJOR LIFE EVENTS
Most major life events have financial implications. We are here to help you through them and make the right financial decisions for you and your family.
Marriage
Few events are more exciting than when you decide to align your life with the person you love. We help you plan for these milestones and guide these conversations.
Divorce
Divorcing a spouse can be a difficult ordeal, with repercussions that affect your emotional and financial well-being. We can help you can prepare for these difficult situations and help you to feel more in control and better equipped to make informed decisions about your financial future.
Widowhood
Dealing with death is never easy. Aside from coping with the loss of a loved one, legal matters also require immediate attention. That is why we help you plan ahead to ensure that your wishes and your will are followed.
Retirement
Saving for retirement is a lifelong process that relies on defined financial planning strategies. We help guide you through this process each step of the way toward achieving their retirement goals.
Elder Care
Aging can be challenging whether you are looking to develop a plan for yourself, or trying to figure out the best way to support your loved ones. Elder care may be a complicated, emotional process that is why we help keep you develop a clear plan that prioritizes the desires and preferences of the aging individual.
Business
From executive-level employment situations to other business ventures—from startups to established enterprises we can help you navigate the complexities of business ownership and investment and associated activities such as selling, divesting or planning for succession.
Birth
Welcoming a child into the family is a joyous occasion for everyone from parents and grandparents to aunts, uncles, siblings, cousins and other extended family members. Therefore, we help you and other family members plan and prepare for the financial components that a new child may introduce into your lives.
Education
Education is a major investment and expense that often requires years of careful, advanced planning. help you approach a variety of educational expenses, such as tuition, extension programs and advanced professional training, with appropriate funding strategies for each unique situations.
Location
221 W Philadelphia St
Ste 301
York, PA 17401
US
Direct:
(717) 852-4120(717) 852-4120
Toll-Free:
(800) 343-5235(800) 343-5235
Fax:
(717) 852-4101(717) 852-4101
Meet The Evergreen Valley Group
Thomas McIlwee
First Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(717) 852-4134(717) 852-4134
Melissa Stottlemyer
Associate Vice President, Financial Advisor
Phone:
(717) 852-4120(717) 852-4120
Erin St. Jacques
Registered Client Service Associate
Phone:
(717) 852-4110(717) 852-4110
About Michael Washburn
Michael N. Washburn
First Vice President
Financial Advisor
Financial Planning Specialist
717-852-4125
michael.n.washburn@morganstanley.com
Mike is a Financial Advisor, Financial Planning Specialist, and co-founder of The Evergreen Valley Group at Morgan Stanley. He enjoys working with successful individuals and families, providing personalized advice through a disciplined wealth management approach. Mike combines his analytical skills with an educational approach to guide clients towards the achievement of their specific goals. He is committed to delivering exceptional service as he counsels his clients in the areas of retirement planning, corporate stock options, and investment management.
Growing up in parts of Pennsylvania and Virginia, Mike always had an interest in finance and enjoyed helping others. Pursuing a career in financial services was the perfect opportunity to bring these two passions together. He graduated from the College of Business and Economics at West Virginia University, where he earned his Business Administration degree. A few years later, while studying for his MBA at night and working for a credit union during the day, Mike’s ambitions turned to taking on more responsibility at the credit union. As he achieved this goal, he realized that the best part of his work was helping others solve their financial challenges. This led Mike to shift his focus to pursue a career as a Financial Advisor. He joined Morgan Stanley in 2009 and has been an invaluable member of the firm ever since.
Over the years, Mike has built a successful practice advising clients on how to manage their total financial picture. It gives him great satisfaction knowing he is helping families navigate the ups and downs of today’s financial markets, while helping enhance the quality of their lives now and for the years ahead. For his ongoing commitment to his clients, Mike was named to Morgan Stanley’s PaceSetter Club, a recognition that honors top young advisors at the firm, for three consecutive years (2010 -2012).
Mike now calls Camp Hill, PA his home, where he lives with his wife, Lana, and their daughter, Eve. Their grown son, Keegan, lives in the nearby town of New Cumberland. Mike is a strong believer in giving back to his community and is an active supporter of Downtown Inc., a local organization that supports the York Dowtown Business district. The Evergreen Valley Group continually sponsors the annual “Hanging of the Greens” event that beautifies the city of York for the holiday season. He is also on the Planning Commission for Lower Allen Township, a role he has served on for three terms. Outside of the office, Mike enjoys being out in nature, whether its camping, hiking or kayaking with his family. He also enjoys taking care of his many flower gardens around his home, and spending as much time as he can with family and friends whenever possible.
First Vice President
Financial Advisor
Financial Planning Specialist
717-852-4125
michael.n.washburn@morganstanley.com
Mike is a Financial Advisor, Financial Planning Specialist, and co-founder of The Evergreen Valley Group at Morgan Stanley. He enjoys working with successful individuals and families, providing personalized advice through a disciplined wealth management approach. Mike combines his analytical skills with an educational approach to guide clients towards the achievement of their specific goals. He is committed to delivering exceptional service as he counsels his clients in the areas of retirement planning, corporate stock options, and investment management.
Growing up in parts of Pennsylvania and Virginia, Mike always had an interest in finance and enjoyed helping others. Pursuing a career in financial services was the perfect opportunity to bring these two passions together. He graduated from the College of Business and Economics at West Virginia University, where he earned his Business Administration degree. A few years later, while studying for his MBA at night and working for a credit union during the day, Mike’s ambitions turned to taking on more responsibility at the credit union. As he achieved this goal, he realized that the best part of his work was helping others solve their financial challenges. This led Mike to shift his focus to pursue a career as a Financial Advisor. He joined Morgan Stanley in 2009 and has been an invaluable member of the firm ever since.
Over the years, Mike has built a successful practice advising clients on how to manage their total financial picture. It gives him great satisfaction knowing he is helping families navigate the ups and downs of today’s financial markets, while helping enhance the quality of their lives now and for the years ahead. For his ongoing commitment to his clients, Mike was named to Morgan Stanley’s PaceSetter Club, a recognition that honors top young advisors at the firm, for three consecutive years (2010 -2012).
Mike now calls Camp Hill, PA his home, where he lives with his wife, Lana, and their daughter, Eve. Their grown son, Keegan, lives in the nearby town of New Cumberland. Mike is a strong believer in giving back to his community and is an active supporter of Downtown Inc., a local organization that supports the York Dowtown Business district. The Evergreen Valley Group continually sponsors the annual “Hanging of the Greens” event that beautifies the city of York for the holiday season. He is also on the Planning Commission for Lower Allen Township, a role he has served on for three terms. Outside of the office, Mike enjoys being out in nature, whether its camping, hiking or kayaking with his family. He also enjoys taking care of his many flower gardens around his home, and spending as much time as he can with family and friends whenever possible.
Securities Agent: KS, RI, NY, PA, OH, NJ, MO, MD, MA, IN, CA, MT, IL, GA, VA, DE, MN, KY, CO, AZ, TX, ME, WI, NC, MS, FL, WA, SC, MI, DC, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 1717486
NMLS#: 1717486
About Thomas McIlwee
Thomas I. McIlwee
First Vice President
Financial Advisor
Financial Planning Specialist
NMLS# 1700780
717-852-4134
thomas.mcilwee@morganstanley.com
Tom is a Financial Advisor and Financial Planning Specialist at The Evergreen Valley Group. With an emphasis on veterans, families with special needs, and nonprofit organizations, Tom enjoys helping clients successfully navigate the financial complexities they face through comprehensive family wealth management and a commitment to outstanding service. For Tom, professional achievement is measured in terms of client well-being and goal achievement.
A lifetime resident of East Berlin, PA, Tom is dedicated to helping people get what they want. He served in the U.S. Marines Corps from 1996 to 2000 and was honorably discharged as a Sergeant E-5. He then attended York College of Pennsylvania and majored in Business, before beginning his career in financial services at Edward Jones as a Branch Office Administrator. In 2011, Tom joined Morgan Stanley as a Client Service Associate and with energy and enthusiasm, became a Financial Advisor a year later. He proudly joined The Evergreen Valley Group in 2014.
Tom’s desire to help others achieve their personal and professional goals is equaled only by his dedication to his community, his countrymen and women, and his family. A strong believer in giving back, Tom currently serves as a Board member of the Richard J. Gross VFW Post 8896. He was on the Finance Committee for Downtown, Inc. and the York County Economic Alliance, and is a past president of the Harrisburg chapter of the National Marine Corps Business Network. Other organizations that Tom is devoted to include the York Area Down Syndrome Association, the Boy Scouts of America Troop 88, and various veterans service organizations.
Tom believes balance is vital to a happy life. He and his wife, Jen, have three children, Caleb, Cameryn and Cole. Together, they enjoy traveling, boating, and exploring new places.
First Vice President
Financial Advisor
Financial Planning Specialist
NMLS# 1700780
717-852-4134
thomas.mcilwee@morganstanley.com
Tom is a Financial Advisor and Financial Planning Specialist at The Evergreen Valley Group. With an emphasis on veterans, families with special needs, and nonprofit organizations, Tom enjoys helping clients successfully navigate the financial complexities they face through comprehensive family wealth management and a commitment to outstanding service. For Tom, professional achievement is measured in terms of client well-being and goal achievement.
A lifetime resident of East Berlin, PA, Tom is dedicated to helping people get what they want. He served in the U.S. Marines Corps from 1996 to 2000 and was honorably discharged as a Sergeant E-5. He then attended York College of Pennsylvania and majored in Business, before beginning his career in financial services at Edward Jones as a Branch Office Administrator. In 2011, Tom joined Morgan Stanley as a Client Service Associate and with energy and enthusiasm, became a Financial Advisor a year later. He proudly joined The Evergreen Valley Group in 2014.
Tom’s desire to help others achieve their personal and professional goals is equaled only by his dedication to his community, his countrymen and women, and his family. A strong believer in giving back, Tom currently serves as a Board member of the Richard J. Gross VFW Post 8896. He was on the Finance Committee for Downtown, Inc. and the York County Economic Alliance, and is a past president of the Harrisburg chapter of the National Marine Corps Business Network. Other organizations that Tom is devoted to include the York Area Down Syndrome Association, the Boy Scouts of America Troop 88, and various veterans service organizations.
Tom believes balance is vital to a happy life. He and his wife, Jen, have three children, Caleb, Cameryn and Cole. Together, they enjoy traveling, boating, and exploring new places.
Securities Agent: AK, MA, IN, IL, GA, VA, TX, OH, MT, KY, AL, NV, MS, MI, ME, MD, KS, NC, MN, WI, OK, FL, CO, NJ, WA, NY, MO, DE, DC, SC, CA, AZ, UT, TN, RI, PA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1700780
NMLS#: 1700780
About Melissa Stottlemyer
Melissa Stottlemyer
Financial Advisor
717-852-4120
melissa.stottlemyer@morganstanley.com
As a Financial Advisor at The Evergreen Valley Group, Melissa’s number one priority is to help her clients efficiently navigate all aspects of their financial lives – from putting children through college and preparing for retirement to caring for aging parents and leaving a lasting legacy. She believes successful people share a common bond: They encounter important life events that require timely guidance to help them make the right financial decisions for themselves, their careers, and their families. Melissa wants to be there each step of the way.
Originally from Clearfield, PA, Melissa attended Lock Haven University, earning her B.S. degree in Business Administration in 2002. Upon graduation, she began her career in a Fortune 500 company working in various executive management positions. This experience led to growth opportunities in Regional Banking in York County, PA, where she developed her skills in banking operations and client service. Each opportunity has provided her with new skills, knowledge, and insights that she readily shares with her clients and colleagues every day.
With an emphasis on financial planning and banking services, Melissa enjoys working with like-minded clients who value and appreciate the highest level of service she delivers. Her goals-based process begins with asking the right questions and actively listening. This information then serves as the foundation for the development of a comprehensive plan that reflects each client’s goals for the future. Melissa receives great satisfaction knowing she is making a significant impact on the quality of her clients’ lives and often becomes one of the most important relationships to their families.
Today, Melissa and her husband, Jason, live in York, PA with their two sons, Aaden and Aalek. Outside of the office, she enjoys a variety of activities that include spending time with family and friends and traveling. Her two boys keep her busy. Aaden is very active in Boy Scouts and Aalek is very involved in Tae Kwon Do. Melissa loves watching them both excel in what they enjoy doing.
Financial Advisor
717-852-4120
melissa.stottlemyer@morganstanley.com
As a Financial Advisor at The Evergreen Valley Group, Melissa’s number one priority is to help her clients efficiently navigate all aspects of their financial lives – from putting children through college and preparing for retirement to caring for aging parents and leaving a lasting legacy. She believes successful people share a common bond: They encounter important life events that require timely guidance to help them make the right financial decisions for themselves, their careers, and their families. Melissa wants to be there each step of the way.
Originally from Clearfield, PA, Melissa attended Lock Haven University, earning her B.S. degree in Business Administration in 2002. Upon graduation, she began her career in a Fortune 500 company working in various executive management positions. This experience led to growth opportunities in Regional Banking in York County, PA, where she developed her skills in banking operations and client service. Each opportunity has provided her with new skills, knowledge, and insights that she readily shares with her clients and colleagues every day.
With an emphasis on financial planning and banking services, Melissa enjoys working with like-minded clients who value and appreciate the highest level of service she delivers. Her goals-based process begins with asking the right questions and actively listening. This information then serves as the foundation for the development of a comprehensive plan that reflects each client’s goals for the future. Melissa receives great satisfaction knowing she is making a significant impact on the quality of her clients’ lives and often becomes one of the most important relationships to their families.
Today, Melissa and her husband, Jason, live in York, PA with their two sons, Aaden and Aalek. Outside of the office, she enjoys a variety of activities that include spending time with family and friends and traveling. Her two boys keep her busy. Aaden is very active in Boy Scouts and Aalek is very involved in Tae Kwon Do. Melissa loves watching them both excel in what they enjoy doing.
Securities Agent: MD, NC, MN, WA, SC, NY, ME, WI, NJ, CO, MT, DC, RI, GA, AZ, OR, PA, MS, IN, VA, OH, MI, MA, KS, IL, CA, KY, TN, MO, FL, DE, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 747780
NMLS#: 747780
About Erin St. Jacques
Erin St. Jacques
Registered Client Service Associate
717-852-4110
erin.st.jacques@morganstanley.com
Erin is a Registered Client Service Associate with the Evergreen Valley Group. For the last 13 years she has worked in the financial industry in a variety of roles spanning customer service, office management and fraud analytics. During her career she has held herself to the highest standard; always evolving, improving, being a client advocate and providing exceptional client care.
After attending Eastern University, and Geneva College to pursue a degree in writing, Erin began her career in Retail Banking in Hanover, PA. This led to an Office Manager position with a small independent investment company, where her interest was piqued in financial planning. From there Erin spent 8 years in fraud analytics for BSA/AML compliance.
In 2020, Erin began studying for her licenses while employed with Merrill Edge. Her time with the company gave her a deeper understanding of the role she wanted to hold within the industry; one that enabled her have a relationship with clients where she could provide dedicated client care through all aspects of life’s financial challenges.
Once becoming fully licensed in 2021, Erin found that role as she joined Mike, Tom and Melissa to support them, as well as their clients, with administrative and operational support.
When not at the office, Erin spends most of her free time with her three children, Aubrielle, Tristan and Declan. She enjoys cooking, traveling, refinishing furniture, and raising her children.
Registered Client Service Associate
717-852-4110
erin.st.jacques@morganstanley.com
Erin is a Registered Client Service Associate with the Evergreen Valley Group. For the last 13 years she has worked in the financial industry in a variety of roles spanning customer service, office management and fraud analytics. During her career she has held herself to the highest standard; always evolving, improving, being a client advocate and providing exceptional client care.
After attending Eastern University, and Geneva College to pursue a degree in writing, Erin began her career in Retail Banking in Hanover, PA. This led to an Office Manager position with a small independent investment company, where her interest was piqued in financial planning. From there Erin spent 8 years in fraud analytics for BSA/AML compliance.
In 2020, Erin began studying for her licenses while employed with Merrill Edge. Her time with the company gave her a deeper understanding of the role she wanted to hold within the industry; one that enabled her have a relationship with clients where she could provide dedicated client care through all aspects of life’s financial challenges.
Once becoming fully licensed in 2021, Erin found that role as she joined Mike, Tom and Melissa to support them, as well as their clients, with administrative and operational support.
When not at the office, Erin spends most of her free time with her three children, Aubrielle, Tristan and Declan. She enjoys cooking, traveling, refinishing furniture, and raising her children.
Contact Michael Washburn
Contact Thomas McIlwee
Contact Melissa Stottlemyer
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
Tony Gist
Private Banker
Jake Battipaglia
Planning Associate
About Tony Gist
Tony Gist is a Private Banker and Vice President serving Morgan Stanley Wealth Management offices in Pennsylvania.
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.
Tony began his career in financial services in 2011 and joined Morgan Stanley in 2021. Prior to joining the firm, he held various roles within the Retail Bank industry including Licensed Banker and Branch Manager.
Tony is a graduate of Fairmont State University, where he received a Bachelor of Science with a concentration in Criminal Justice, while also playing football for the Fairmont State Fighting Falcons. He and his family currently reside in York, Pennsylvania.
Outside of the office, he spends time with family whenever possible. He enjoys playing golf, skiing, fishing, watching sports, especially football, and listening to talented musicians across various genres.
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.
Tony began his career in financial services in 2011 and joined Morgan Stanley in 2021. Prior to joining the firm, he held various roles within the Retail Bank industry including Licensed Banker and Branch Manager.
Tony is a graduate of Fairmont State University, where he received a Bachelor of Science with a concentration in Criminal Justice, while also playing football for the Fairmont State Fighting Falcons. He and his family currently reside in York, Pennsylvania.
Outside of the office, he spends time with family whenever possible. He enjoys playing golf, skiing, fishing, watching sports, especially football, and listening to talented musicians across various genres.
NMLS#: 786299
About Jake Battipaglia
Jake Battipaglia is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define the goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Jake provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from The Kelley School of Business at Indiana University and received the Financial Planning Specialist® designation from the College for Financial Planning. Jake is originally from Marlboro, New Jersey and currently resides in New York City.
He earned his undergraduate degree from The Kelley School of Business at Indiana University and received the Financial Planning Specialist® designation from the College for Financial Planning. Jake is originally from Marlboro, New Jersey and currently resides in New York City.
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact The Evergreen Valley Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan 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.
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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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:
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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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan 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.
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 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
CRC 6491812 (04/2024)
