Global Firm, Local Team

Frank Ibarra and Jorge Calleja joined forces in 1998. They believed in a vision of innovative wealth management that saw the value a team can provide. Frank and Jorge believed that by combining their expertise and experience, they could offer their current and future clients a higher level of service and a more effective approach to the management of their wealth. The Ibarra Calleja Group will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform, and the full spectrum of investment strategies.
Why Choose The Ibarra Calleja Group?
  • We promise to accept only those clients whom we can properly service and only those where our resources and collective experience can add measurable value to their lives.
  • Our team is open, honest, and a demonstration of mutual respect and honor, we challenge every idea and discuss all options to ensure that only the best ideas rise to the top.
  • We see the value in having authentic interactions and strong relationships with our clients. We strive to build bonds that extend beyond the business setting.
  • As guardians of our client’s family, wealth, and legacy, it is our honor and duty to safeguard their interests, ensuring that we offer the most relevant and effective strategies for their families.
  • In the end, what will matter is what we created, was it built on a foundation of integrity, open communication, and trust? Did the lasting legacy that we and our clients together created make us proud?
Services Include
  • Wealth Management1
  • Professional Portfolio Management2
  • Financial Planning3
  • Endowments and Foundations4
  • Estate Planning Strategies5
  • Trust Services*
  • Fixed Income6
  • Municipal Bonds7
  • Syndicate8
  • Alternative Investments9
  • Asset Management10
  • Corporate Retirement Plans11
  • Lending Products
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Working With You

Our Commitment to our Clients is founded on Five Principles:

CONFIDENCE - In a business that has navigated nearly 80 years of market cycles

ACCESS – to Morgan Stanley's brightest people and best resources

FOCUS – An exclusive focus on High Net Worth & Ultra High Net Worth Individuals, Families, and Foundations

INSIGHT – Objective solutions for your family's needs that reflect our insight into the complex financial world

PERSONAL SERVICE – The highest levels of Personal Service by serving a limited number of clients per Advisor

Extensive Capabilities
Our world-class talent and global resources are among the most sophisticated and extensive available. The Ibarra Calleja Group Wealth Advisors use rigorous analytical tools and models to create customized solutions based on the complex needs of each family, endowment or foundation.

Our Clients

Clients include individuals, couples and families located across the country, with a majority concentrated in Florida. We work with current and retired corporate C-suite executives, professional athletes, entrepreneurs and business owners. We have assisted several clients who have started, built and then sold companies, or taken them public. We also work with a number of Nonprofit organizations, Foundations, and Corporate Retirement Plans in helping them achieve their goals.

Drawing on a deep understanding of your financial life, The Ibarra Calleja Group can help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Structure your wealth and customize solutions based solely on an objective view of your needs
  • Simplify financial complexity to help you achieve clarity and control
  • Align your strategy with the values that have shaped your life and constitute the core of your legacy

Location

8889 Pelican Bay Blvd
Ste 300
Naples, FL 34108
US
Direct:
(239) 449-7891(239) 449-7891

Meet The Ibarra Calleja Group

About Me

Frank Ibarra is an Executive Director with Morgan Stanley. Frank joined Morgan Stanley in 1979 at the age of 21. Prior to joining the firm, he attended the University of Miami School of Business and Florida International University. With over 37 years of experience in financial services, his guidance and focus is on asset allocation strategies, equity selection, alternative and structured investments. An integral part of his practice deals extensively with issues relating to trusts and estate planning. Over the years he has dedicated his practice to serving the financial needs of high net worth individuals, families, foundations, endowments and retirement plans. By concentrating on this segment of the market he and his team can dedicate the requisite resources necessary to properly allocate, invest and service those individuals, institutions and families that rely on his experience and expertise. 

Frank is a current member of The Society for Neuroeconomics, an interdisciplinary field that seeks to explain human decision making, the ability to process multiple alternatives and to follow a course of action. He is also on the Board of Trustees of St. Matthews House as well as past President and member of the Board of Directors of Opera Naples. Frank is also a member of Morgan Stanley's elite Chairman's Club. Frank is an incessant reader, often reading two or three books at a time. He enjoys fishing and gardening for relaxation and horseback riding on the family farm where Frank and his family spend weekends.

Frank has been married to his wife Martha since 1992 and has been a permanent resident of Naples since 1995. He is the proud father of two daughters.
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TX, UT, VA, VT, WA, WI; Investment Advisor Representative; General Securities Principal; General Securities Representative; Managed Futures
NMLS#: 1275645

About Me

Jorge Calleja is a Senior Vice President who joined the firm in 1998 in the Naples office. He is a member of the Morgan Stanley*’s Masters Club and a founding member of the Ibarra Calleja Group.

Mr. Calleja is an accredited Wealth Advisor, and for more than 19 years he has worked to develop high level taxable and tax-advantaged bond strategies.

More and more investors are seeking the presumed safety and predictability of bonds. Yet huge concerns exist, in part, due to the fact that interest rates are at an all-time low, as well as a lack of confidence in the bond rating agencies. Rarely has there been a time like this where true in depth knowledge and expertise in fixed income has been so critical.

He believes there is a time to be strategic (long-term), but there is also a time to be tactically minded.

Although based in Naples, Mr. Calleja travels much of the summer to the Midwest and Northeast meeting with clients and prospective clients. His clientele includes high net worth families, individuals and institutions. He believes that through knowledge, understanding and education, he can empower his clients to make better and more informed decisions.

He is married to his high school sweetheart Gisselle and they have two children.

Bonds are subject to interest rate risk. When interest rates rise, bond prices fall; generally the longer a bond's maturity, the more sensitive it is to this risk. Bonds may also be subject to call risk, which is the risk that the issuer will redeem the debt at its option, fully or partially, before the scheduled maturity date. The market value of debt instruments may fluctuate, and proceeds from sales prior to maturity may be more or less than the amount originally invested or the maturity value due to changes in market conditions or changes in the credit quality of the issuer. Bonds are subject to the credit risk of the issuer. This is the risk that the issuer might be unable to make interest and/or principal payments on a timely basis. Bonds are also subject to reinvestment risk, which is the risk that principal and/or interest payments from a given investment may be reinvested at a lower interest rate.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TX, VA, VT, WA, WI; Investment Advisor Representative; General Securities Representative; Managed Futures

About Me

Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 641775

About Me

Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TX, UT, VA, VT, WA, WI; Investment Advisor Representative; General Securities Representative
NMLS#: 1685001
Investment and Market Perspectives

On the Markets

Mosaic

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The 2019 Wanderlust List

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Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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
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  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
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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
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
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  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
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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

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Ready to start a conversation? Contact The Ibarra Calleja 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.

2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be 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.

3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

7Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

8Participating in a new issue/syndicate is subject to availability and suitability. IPOs are highly speculative and may not be suitable for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.

9Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

10Morgan 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.

11Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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.

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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.


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