Welcome

Managing the Distinctive Wealth Management Needs of Entertainment and Sports Clients

A career in the entertainment or sports industry can be exhilarating and rewarding, but it may also have more financial ups and downs than other professions. At times, you can earn substantial amounts of money. At other times, you may experience income droughts. Preparation is crucial to your financial future.

The needs of those in creative professions and professional athletes are often complex. The Graves Group can work with you to develop strategies designed to help address the challenges arising at each stage of your career. We view your career as your most valuable asset. One of our goals is to help you manage the highs and lows through financial strategies and investments that fit your specific needs.

From your first signing through your retirement, we can help navigate the financial concerns facing professional athletes, screenwriters, directors and others in the entertainment industry, allowing you to focus on your career. Our cohesive team structure is designed to provide a consistently high level of service and privacy to you and your family throughout your lifetimes.
Services Include
  • Retirement Planning1
  • Alternative Investments2
  • Trust Services3
  • Wealth Management4
  • Professional Portfolio Management5
  • Philanthropic Management6
  • Cash Management and Lending Products7
  • Financial Planning8
  • Endowments and Foundations9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Philosophy

We believe the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Morgan Stanley Wealth Management, we will work with you to develop strategies designed to help address your financial needs.

    Approach

    We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing financial strategies to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you.

    Drawing upon research in the field of behavioral finance, Morgan Stanley developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. By gaining a deeper understanding of how you think and feel about investing, through this assessment we can customize financial strategies together. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Morgan Stanley's banking products, services, and investment insights to address all aspects of your financial life.

      Location

      Park Ave Plaza/55 E 52nd St
      28 Floor
      New York, NY 10055
      US
      Direct:
      (212) 883-7700(212) 883-7700

      Meet The Graves Group

      About Me

      Jim Graves is the Global Sports and Entertainment Director, Senior Vice President and Financial Advisor with The Graves Group at Morgan Stanley in New York City.

      Jim has provided wealth management advice and services to affluent individuals and families throughout the Sports and Entertainment Industry on a bi-coastal basis since 1994. Prior to joining Morgan Stanley, Jim was Senior Vice President of Wealth Management at Merrill Lynch.

      Jim’s comprehensive approach to wealth advising covers more than just portfolio management; he is here to protect and grow what you’ve spent a lifetime working towards. Whether for NFL, MLB, NHL all-stars, Grammy Winners, Entertainers, or High-Level Entertainment Studio Executive’s, he provides personalized strategies for long-term investments and tax mitigation, sound fiscal counsel for managing cash flow, and an unsurpassed level of commitment to your career and retirement goals.

      With over 24 years of experience as a Wealth Management Advisor for Celebrities, Professional Athletes and High-Level Entertainment Studio Executive’s, I oversee all aspects of your finances so you can keep your focus on achieving excellence.

      Jim is a graduate of Missouri State University where he majored in Finance with a minor in Economics. Jim also attended graduate school classes at The University of Washington in Seattle, which focused on International Finance.

      Jim lives in Upper Saddle River, NJ with his wife Allisen and their two kids Madison and Ryan. He is active in his community, and coaches Ice Hockey for the Palisades Predators Hockey Club. In his free time, he enjoys traveling and attending sporting events with his family.
      Securities Agent: TX, NJ, WA, VA, UT, SC, RI, PA, OK, OH, NY, NH, NC, MO, MN, MD, MA, KY, GA, FL, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative

      About Me

      Jaslinne Pantiga is the Wealth Management Associate for The Graves Group within the Private Wealth Management Group for Morgan Stanley in New York City.

      Jaslinne brings over 12 years of experience in finance, banking and real estate, working with large financial firms and affluent clients. Prior to joining Morgan Stanley she was Registered Client Associate at Merrill Lynch, specializing in the sports and entertainment industry. She brings a wealth of knowledge in the areas of client service, sales support and complex operations. She partners with the Global Sports and Entertainment Director, Jim Graves to seamlessly customize financial plans and wealth management strategies tailored to the individual needs of professional athletes, celebrities and entertainment studio executives. Jaslinne will often be your first point of contact and plays a key role in managing daily operations with excellence and integrity.

      Jaslinne is a New York City native and resides in Westchester, NY with her family. In her spare time she enjoys tennis, traveling, writing and exploring new restaurants.
      Investment and Market Perspectives

      On the Markets

      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
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      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
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      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
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      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
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

      More from Morgan Stanley

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      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and Justin Rose: A Winning Team

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      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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      Reserved | Living & Giving

      Reserved | Living & Giving

      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Your Financial World. On the Go.

      Your Financial World. On the Go.

      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
      Learn more about Your Financial World. On the Go.
      Ready to start a conversation? Contact The Graves Group today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

      2Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      3Morgan 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.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

      5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

      6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision. 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.

      7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

      Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

      8Morgan 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.

      9Morgan 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.

      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 suitable 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”) 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.


      CRC 2019752 10/2018