About Jake Mutrie
Drawing on 24+ years of industry experience at Morgan Stanley, Jake Mutrie, CFP® connects on a deeper level with clients to help navigate the market, their emotions, and prepare for life’s unexpected events. Jake is a Senior Vice President, Senior Portfolio Management Director and Financial Advisor at The Mutrie Group at Morgan Stanley. Jake recognizes that the trust factor in a client-advisor relationship takes time to cultivate. He expresses a genuine care and concern for understanding a client’s financial needs. Jake makes it a point to display that level of support and advocacy for clients, so that they know they have someone on their side and in their corner.
Prior to joining Morgan Stanley, Jake worked as a Portfolio Account Manager at The Boston Company/Mellon Financial. Jake Mutrie holds the CFP® certification, which is a rigorous extra step to commitment and professionalism. He views planning as the cornerstone that gives clients a roadmap to identify where clients are today and where they are going, and helps to frame the investment decisions and portfolio management that will get them there.
Jake received his B.A. from The University of Vermont, and currently resides in Needham, MA with his wife, Colleen, and their two boys. Outside the office, Jake can be found coaching Little League, enjoying the outdoors, and ideally spending as much time in October at Fenway Park.
Securities Agent: TX, UT, VA, VT, WI, FL, AZ, CA, CO, CT, DC, GA, ID, IL, IN, KY, MA, MD, ME, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1347316