James Yancey Hunter, CFP®
Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(617) 570-9268(617) 570-9268
The Hunter Jacobs Group at Morgan Stanley
Direct:
(617) 570-9268(617) 570-9268
Direct:
(401) 276-5923(401) 276-5923
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
The Hunter Jacobs Group was established to provide holistic financial planning.
We believe financial planning is the roadmap towards attaining financial independence, enhancing and maintaining economic status, and creating generational wealth. Thoughtful planning not only helps achieve the outcomes you envision, but also connects family generations together through values and life lessons.
As your financial planner, we are focused on helping you reach your greatest objectives with simplicity, transparency, and a disciplined process to measure progress and keep you on track.
The combined experience, knowledge, and credentials – combined with the resources available at Morgan Stanley – allow us to counsel you on every aspect of your financial life.
Our Services Include:
Financial Planning
A financial plan can help build confidence in your financial future and ability to achieve long-term goals. We work with you and other trusted professionals as needed to develop a comprehensive plan offering pre and post retirement cash flows, detailed tax analysis, and sophisticated estate planning strategies.
Estate Planning Strategies
Our Wealth and Estate Planning team is available to review the attributes of your current estate plan and identify planning techniques in relation to your current circumstances and goals. Collaborating with your external tax and legal advisers, we can facilitate the creation of a new plan designed to meet your estate planning objectives.
Tax Planning
We work with you and your external tax advisor to review your current tax situation and identify strategies that can help improve tax efficiency throughout your plan; both during the wealth accumulation and distribution phase.
Portfolio Construction and Investment Management
Our goal is to construct a diversified portfolio that is aligned with your objectives and risk tolerance. Asset allocation is driven by the investment insight of our Global Investment Committee (GIC), and the pursuit of returns are done in a tax efficient manner. Portfolios are monitored, evaluated, and rebalanced to maintain diversification and react to changing market conditions and your financial goals.
Charitable/Philanthropic Planning
We take the time to understand your personal values, the causes you're passionate about, and work with you to create a tax and cost-efficient charitable plan.
Life Insurance Planning
We can perform an analysis of your current policy and evaluate other insurance solutions to determine which best fits your current needs.
Private Banking Services
As a client, you have access to a full range of lending and cash management solutions to help you with your financial needs.
Educational Planning
We work with you to determine the most efficient way to save and fund educational expenses.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Who We Work With
We are privileged to work with a broad range of Corporate Executives, High-Net-Worth Individuals & Families, Business Owners, Retirees and Pre-Retirees. We give our clients the confidence they need to help navigate a challenging financial world through personalized service, transparency, and thoughtful guidance.
Corporate Executives
Custom tailored advice and strategies to help you manage your unique financial needs, including executive compensation, wealth preservation, and retirement planning.
Ultra-High Net Worth Individuals & Families
We have experience working with high-net-worth individuals and families, providing comprehensive wealth management services -- including investment management, tax planning, estate planning and risk management -- tailored to help meet the unique goals and needs of you and your family.
Business Owners
We provide specialized guidance on the financial aspects of running a successful business on both sides of the balance sheet, including tax planning, employee benefits, succession planning, and more.
Retirees and Pre-Retirees
Whether you're planning for retirement, looking to turn your savings into income as you transition into retirement, or are focused on making your savings last, we are here to consult you on all your financial needs
Working With You
Our clients look to us for advice that includes their investments but goes far beyond to encompass business planning, investment management, lending strategies and other dimensions of their financial lives. That is why we employ a comprehensive financial planning approach that consists of the following steps:
Step 1: Initial Call
An initial call in which we’ll discuss what you hope to get from a relationship with us. We’ll ask you about your previous experiences with Financial Advisors or on your own. And we’ll discuss what you perceive to be your major objectives and potential obstacles to achieving them.
Step 2: Discovery Meeting
A discovery meeting in which we will take inventory of your finances and what you want your wealth to accomplish. We’ll identify your goals, attempt to quantify their cost, and determine whether you have the resources to achieve them within your required timeframe.
Step 3: Plan Presentation
A Plan presentation meeting in which we’ll present your financial plan and the strategies it suggests for filling any gaps between your goals and resources. Your plan will contain an asset allocation based on the size of those gaps and your risk tolerance.
Step 4: Plan Implementation
Plan implementation that involves bringing your plan to life. This may entail additional consultation with Morgan Stanley professionals who focus on business planning, lending strategies and other disciplines relevant to your situation. It will also involve the development of a personalized investment strategy.
Step 5: Ongoing Evaluation
Ongoing evaluation to help us determine whether you are proceeding toward your financial destination as anticipated. We monitor your performance on an ongoing basis and may alter our strategies to accommodate changing circumstances in your life or trends in the financial markets.
Step 6: Next Steps
If this sounds like what you need to help gain confidence in your financial life and you’re ready to explore what that could look like, let’s schedule a time for a 30-minute connection conversation.
Location
28 State Street 26th
Fl
Boston, MA 02109
US
Direct:
(617) 570-9268(617) 570-9268
One Financial Plaza
19th Floor
Providence, RI 02903
US
Direct:
(401) 276-5923(401) 276-5923
Meet The Hunter Jacobs Group
Ato Jacobs
Financial Advisor, Workplace Advisor - Equity Compensation, Financial Planning Specialist, Insurance Planning Director
Phone:
(401) 276-5923(401) 276-5923
Caryn Coulombe
Senior Registered Client Service Associate
Benjamin M. Giglio
Client Service Associate
About James Yancey Hunter
As a CERTIFIED FINANCIAL PLANNER TM (CFP®) professional, James is focused on helping you achieve your greatest objectives with simplicity, transparency and a disciplined process to measure your progress and keep you on track. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable and confident along the way.
James’ approach to wealth preservation is informed by his experience on the high yield bond/fixed income desk at Hudson Financial Partners. In 2011 he joined Morgan Stanley to build a practice focused on holistic financial planning.
James earned a B.S. in Business Administration from Southern New Hampshire University.
He later earned the prestigious CFP® certification, which demonstrates both his skills in areas like investment planning, tax planning, retirement planning, estate planning, insurance planning, financial management and education planning, and his commitment to ethical service and adherence to high professional standards.
He enjoys caring for his home in Attleboro, MA that he shares with his wife and two daughters. Together with his girls, he enjoys traveling adventures, sharing good food and drink with family and friends, spending time outdoors and lots of laughs.
James’ approach to wealth preservation is informed by his experience on the high yield bond/fixed income desk at Hudson Financial Partners. In 2011 he joined Morgan Stanley to build a practice focused on holistic financial planning.
James earned a B.S. in Business Administration from Southern New Hampshire University.
He later earned the prestigious CFP® certification, which demonstrates both his skills in areas like investment planning, tax planning, retirement planning, estate planning, insurance planning, financial management and education planning, and his commitment to ethical service and adherence to high professional standards.
He enjoys caring for his home in Attleboro, MA that he shares with his wife and two daughters. Together with his girls, he enjoys traveling adventures, sharing good food and drink with family and friends, spending time outdoors and lots of laughs.
Securities Agent: MI, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WY, AL, MN, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, LA, MA, MD, ME; General Securities Representative; Investment Advisor Representative
NMLS#: 1401600
CA Insurance License #: OL98251
NMLS#: 1401600
CA Insurance License #: OL98251
About Ato Jacobs
An experienced financial professional, Ato enjoys working closely with corporate executives, professionals and retirees to deliver highly personalized advice through a disciplined wealth management approach. His diverse background in the financial services industry enables him to help his clients understand the intricate details of their personal wealth. He focuses on what is most important to each family, so he can develop a customized plan designed to build, preserve and transition their wealth.
A graduate of Rhode Island College with a B.A. degree in History, Ato currently resides in Providence, Rhode Island with his family. A firm believer in giving back, Ato enjoys mentoring and providing financial education. He routinely spends time with young professionals seeking career advice. He has also supported various organizations such as Match Beyond and the Greater Boston Morehouse College Alumni Association.
A graduate of Rhode Island College with a B.A. degree in History, Ato currently resides in Providence, Rhode Island with his family. A firm believer in giving back, Ato enjoys mentoring and providing financial education. He routinely spends time with young professionals seeking career advice. He has also supported various organizations such as Match Beyond and the Greater Boston Morehouse College Alumni Association.
Securities Agent: VA, MS, MD, FL, NE, TX, SC, NY, NH, MT, MA, WA, MO, OR, HI, DC, CT, RI, IL, WI, AZ, TN, NJ, CO, CA, VT, NC, ME, GA, PA, OH, KS; General Securities Representative; Investment Advisor Representative
CA Insurance License #: 0L96536
CA Insurance License #: 0L96536
About Caryn Coulombe
Caryn Coulombe is a Senior Registered Client Service Associate that recently joined Morgan Stanley. She previously worked at Merrill Lynch for over 22 years. She worked as an administrative assistant with different Branch Management Teams through all the company mergers for the first 11 years of her career and spent the last 11 years supporting numerous Wealth Management Advisors.
Caryn strives to provide clients with a positive and memorable experience with each interaction. Among her responsibilities are handling client requests, making sure that their transactions are executed timely and accurately. She also schedules client appointments, provides them with documentation, arranges seminars and coordinates client events.
Caryn holds her Series 7 and Series 66 securities licenses and received an Associates Degree in Business Administration from Johnson & Wales University.
Generous with her time and active in her community, she has combined 2 of her favorite past times…running and supporting the American Cancer Society. She has been an advocate in the fight against cancer for over 15 years and has been fundraising to support all the programs and research that ACS provides. And for the past 3 years has done so with running. She has completed the Dopey Challenge (48.6 miles in 4 days) at Walt Disney World as a member of Team Determination with the American Cancer Society.
Caryn strives to provide clients with a positive and memorable experience with each interaction. Among her responsibilities are handling client requests, making sure that their transactions are executed timely and accurately. She also schedules client appointments, provides them with documentation, arranges seminars and coordinates client events.
Caryn holds her Series 7 and Series 66 securities licenses and received an Associates Degree in Business Administration from Johnson & Wales University.
Generous with her time and active in her community, she has combined 2 of her favorite past times…running and supporting the American Cancer Society. She has been an advocate in the fight against cancer for over 15 years and has been fundraising to support all the programs and research that ACS provides. And for the past 3 years has done so with running. She has completed the Dopey Challenge (48.6 miles in 4 days) at Walt Disney World as a member of Team Determination with the American Cancer Society.
About Benjamin M. Giglio
As a client service associate, Ben works with our clients to provide exceptional service and administrative support.
Ben joined Morgan Stanley in 2022 from Northwestern Mutual, where he was a Financial Representative.
Ben grew up in Plymouth, Massachusetts and graduated from Bryant University with a B.S. in Finance. During his years at Bryant, he helped run nonprofit organizations through the pandemic, managed school sponsored investment funds, and helped take a leadership role for youth justice and social change.
Ben joined Morgan Stanley in 2022 from Northwestern Mutual, where he was a Financial Representative.
Ben grew up in Plymouth, Massachusetts and graduated from Bryant University with a B.S. in Finance. During his years at Bryant, he helped run nonprofit organizations through the pandemic, managed school sponsored investment funds, and helped take a leadership role for youth justice and social change.
Contact James Yancey Hunter
Contact Ato Jacobs
Wealth Management
Global Investment Office
Portfolio Insights
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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,
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- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Hunter Jacobs Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
