The Jackson|Stanco Group

The Jackson|Stanco Group at Morgan Stanley is a 5-person team providing comprehensive financial services to clients with complex or unique financial challenges. Their clients include high-net-worth individuals, small family offices, government entities, charitable entities, and ERISA-covered defined benefit plans and defined contribution plans operating with a trustee directed or trustee assisted model. The group only works on a fee basis, intentionally maintains a limited number or clients – about 40 clients per professional staff member – and serves in a fiduciary capacity for every client, acting with discretion over investment decisions. Clients do not work with a “lead” financial advisor as is common industry practice; instead the professional staff member on the team who is best qualified to address a particular problem or issue will do so. Every client will work with every team member over time.

Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
Services Include
  • Wealth Management1
  • 529 Plans2
  • Asset Management3
  • Endowments and Foundations4
  • Estate Planning Strategies5
  • Financial Planning6
  • Retirement Planning7
  • Sustainable Investing8
  • Trust Services*
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

The Jackson | Stanco group has over 48 combined years of experience in the investment consulting industry.

    Working With You

    The Jackson | Stanco Group approach is comprised of the following distinguishing elements:
    • Solutions Oriented Approach – Our entrepreneurial culture promotes a customized approach. We have long-term relationships with our clients built upon the premise that we establish objectives and see them through over time.
    • Global Resources, Local Perspective – We have a global organization, yet our services are provided locally by regional representsatives who leverage resources across the entire firm.
    • Global Investment Committee (GIC) – a dedicated team of qualified investment professionals conducting daily analysis of the world’s financial and economic environment.
    • Unified Managed Account platform and use of Separately Managed Accounts – access to investment managers
    • Continuous Account Maintenance and Oversight - Customized executive summary reporting tailored to your specifications.

      Community Involvement

      Jackson | Stanco team members are passionate advocates and support both Rise Recovery and the Masters Leadership Program of Greater San Antonio.
      • Rise Recovery works to identify—and put in practice—effective services to help lower the negative consequences of tsubstance abuse. Working proactively in the community by offering education services, our goal is to help change attitudes among children and adults about using drugs and/or alcohol, thereby empowering individuals to make healthy decisions before an abuse problem develops.
      • The Masters Leadership Program (MLP) provides proven leaders with opportunities to learn about the needs of our community and serve as effective board members for local nonprofits and civic commissions. The volunteers share their career knowledge and experience with the organizations and are well prepared to impart an informed, up-to-date perspective on the issues affecting the people of Greater San Antonio area.

        Location

        755 East Mulberry
        Suite 300
        San Antonio, TX 78212
        US
        Direct:
        (210) 277-4439(210) 277-4439
        Toll-Free:
        (800) 733-3041(800) 733-3041

        Meet The Jackson|Stanco Group

        About Me

        I am a First Vice President and Senior Investment Management Consultant at Morgan Stanley. I hold undergraduate degrees in English and economics from The University of Texas at Austin. In 2008, I also earned a master’s in business administration as a Longhorn and was awarded both the Dean’s Award for Academic Excellence and The Kozmetsky Award for Academic Excellence. I maintain a close relationship with The McCombs School of Business and the Evening MBA program by annually judging the finals round of the Evening MBA Capstone and serving as co-president of the San Antonio McCombs Alumni Association.  In 2004, I became a Chartered Financial Analyst Charter holder – charter number 75783. I've worked as a financial advisor for 16 years – 7 years at Morgan Stanley and 9 at Merrill Lynch. I hold the following licenses: Series 7, Series 66, Series 31, Life and Health Insurance.
        I am an avid reader and served as my High School Newspaper’s Editor and later as the Associate Editor for The Daily Texan while I was an undergraduate in Austin. Growing up in Midland, Texas and raised by an avid outdoorsman, I've developed a passion for the outdoors.  My hobbies include fishing, hunting, camping, backpacking, canoeing and fly-tying. My wife, Jessie, and I have two children, Ruby, 7, and Phoebe, 4.
        Securities Agent: TX, WA, VI, VA, UT, SC, OH, NY, NV, NM, NH, NC, MI, MD, MA, IN, GA, FL, DC, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
        NMLS#: 1290437

        About Me

        I am a Financial Advisor at Morgan Stanley. Prior to joining the firm in 2015, I spent 5 years at USAA in the Financial Advice and Services Group leveraging multiple roles in operational planning, Chief of Staff support, and supplier management activities. I transitioned to USAA after 2 years at Lockheed Martin as a business development strategist with a commercial Green Belt certification. Serving over 8.5 years of Active Duty in the US Navy as a Naval Flight Officer, I enjoyed multiple P-3 operational deployments as well as US Army and Air Force cross-service assignments including a joint deployment in Operation Iraqi Freedom as a special advisor to the US Army in Electronic Warfare. I received my commission via the ROTC Program at Duke University majoring in Political Science and completed my Master’s in Business Administration in 2008 and a Master’s in Science and Technology Commercialization in 2017, both at the University of Texas at Austin McCombs School of Business. I am the co-president of the San Antonio McCombs Alumni Association and currently a member of Leadership of San Antonio Class 300 (LSA300).

        I am a Certified Financial Planner™ and hold the following licenses: Series 7, Series 66, Life and Health Insurance.

        Coming from a diverse background, I was born and raised in the US Virgin Islands in a Hispanic household. I enjoy spending time with my wife Anna and two young daughters, Macey (4) and Tenley (2). Growing up on an island and diving on Duke University’s swim team has ingrained in me a love for most types of water activities. The Crites Family has called San Antonio home since 2010.
        Securities Agent: TX, WA, VI, VA, UT, SC, OH, NY, NV, NM, NH, NC, MI, MD, MA, IN, GA, FL, DC, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
        NMLS#: 1771335

        About Me

        I am a Consulting Group Analyst with The Jackson | Stanco Group and I've been with the team since 2007. In 2008, I graduated from The University of Texas at San Antonio with a degree in management with an international business concentration.  I earned my certification in the Essentials of Investment Consulting through the Investment Management Consultant's Association in 2012. I handle preliminary investment advisor research, performance reporting, and analytical tasks for the team. I hold the following licneses: Series 7, 65 and 63.
        I am a native of Romania where my family still resides today. I became a United States citizenin 2012 and am fluent in multiple  languages: primarily Romanian and English.  My husband Jon  and I spend our free time with our little boy and girl. 

        About Me

        I am a Senior Registered Associate with The Jackson | Stanco Group with over 25 years of industry experience.  I moved to the Client Associate position in 1991, passed the Series 7 examination in 1994 and shortly thereafter joined Carroll. I handle the daily operations and client services such as, processing wires, transferring of funds and open accounts.  In addition, I work closely with Third Party Administrators in servicing 401K, 401A, and 457 plans.
        I am a native San Antonian and an active member of the community by volunteering my services through Habitat for Humanity and puppy rescues. My husband Marty and I enjoy going to the beach.
        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

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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
        Investing in Artificial Intelligence and Automation

        Investing in Artificial Intelligence and Automation

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        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
        From Clueless to Clued In: Teaching Teens About Money

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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
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
        Facing Financial Stress? Your Employer May Be Able to Help

        Facing Financial Stress? Your Employer May Be Able to Help

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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
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        Choosing an Environmental Charity

        There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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        Ready to start a conversation? Contact The Jackson|Stanco Group today.
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        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.

        2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

        3Morgan 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.

        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.

        6Morgan 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.

        7Morgan 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.

        8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

        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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