Jane Rojas
Executive Director, Wealth Management, Financial Advisor, Family Wealth Director
Phone:
(520) 519-2324(520) 519-2324
Industry Award WinnerOur Mission Statement
We pride ourselves in building and maintaining strong relationships that guide all aspects of financial life. As your one point of contact for all financial needs, we strive to curate a deep understanding of each client’s unique priorities, utilize our extensive industry experience, and leverage intellectual capital to successfully advise the growth, preservation, and distribution of wealth.
Our Story
Over the past four decades, our clients have appreciated working with a tight-knit team of determined, accomplished professional advisors with whom they can relate; oftentimes we have faced similar situations and share similar life experiences.
We still have the honor of advising a number of our original clients and their families, and our practice has expanded to focus on guiding a wide variety of ultra-high-net-worth clients and overseeing their familial generational wealth through Jane’s designation as a Family Wealth Director. In fact, our experience with family offices goes beyond the families we work with, as our advisors Jane and Selina are a powerful mother-daughter duo.
At the Rojas Group, we are committed to doing the right thing for you and your family. We take ample time to understand your specific goals, needs and aspirations to develop a financial plan tailored with unique strategies and solutions. We prioritize assuming the role of your financial advocate and do everything in our power to address the specific challenges you experience, including providing you with ongoing financial literacy education and thorough, thoughtful solutions. Our ultimate mission is to empower you to be confident in your financial decisions so that you can enjoy your accumulated wealth and pursue personal passions that are important to you and your family.
We look forward to getting to know you, helping to ensure your assets are there when you need them, and providing you with the tools and resources necessary to succeed in today’s fast-paced world— no matter how long you live or what life events you encounter.
We still have the honor of advising a number of our original clients and their families, and our practice has expanded to focus on guiding a wide variety of ultra-high-net-worth clients and overseeing their familial generational wealth through Jane’s designation as a Family Wealth Director. In fact, our experience with family offices goes beyond the families we work with, as our advisors Jane and Selina are a powerful mother-daughter duo.
At the Rojas Group, we are committed to doing the right thing for you and your family. We take ample time to understand your specific goals, needs and aspirations to develop a financial plan tailored with unique strategies and solutions. We prioritize assuming the role of your financial advocate and do everything in our power to address the specific challenges you experience, including providing you with ongoing financial literacy education and thorough, thoughtful solutions. Our ultimate mission is to empower you to be confident in your financial decisions so that you can enjoy your accumulated wealth and pursue personal passions that are important to you and your family.
We look forward to getting to know you, helping to ensure your assets are there when you need them, and providing you with the tools and resources necessary to succeed in today’s fast-paced world— no matter how long you live or what life events you encounter.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
The Significance of a Family Wealth Director
The Rojas Group's Executive Director and Family Wealth Director, Jane Rojas, leverages the versatile resources of Morgan Stanley and professionals to help our clients and their families maximize the value of their human capital by driving family wealth education, thus making it more likely that all members of the family will have the foundation and support they need to potentially lead meaningful, fulfilled and engaged lives.
Our Team's Family Wealth Capabilities
A Family Wealth Director (FWD) is a select distinction, earned by approximately only 4% of Morgan Stanley’s Financial Advisors as of December 2022. The designation is given to advisors who have undergone distinctive training to complement their extensive experience working with ultra-high net worth families.
Family Governance and Wealth Education
The Family Governance and Wealth Education group helps ultra-high net worth families strive to maximize the value of their human capital by addressing sensitive family issues, facilitate communication and manage your family dynamic in an effort to achieve a shared sense of common direction in coordination with your outside advisors.
Legacy and Estate Planning Strategies
We engage with our Executive Planning Director and Wealth Planning Center to provide a fully integrated, comprehensive analysis of your balance sheet, estate plan, and investment strategy through a collaborative process- at your request we will coordinate with your legal tax advisors as well.
Philanthropy Management
We provide our clients with a smart way to give to causes and charities they care about through Morgan Stanley GIFT. Our donor advised fund, GIFT, is a 501(c)(3) public charity structured to offer you a simple, thoughtful and tax-advantageous way to support your favorite charities.
We Are Morgan Stanley Women Without Limits
At the Rojas Group, we champion female empowerment and prioritize building confidence and strength in women who find themselves in financial decision making roles. Whether you are a single woman or mother, a divorcee or widow, or a happily married woman in charge of the finances, we strive to provide you with education and resources and assist you with planning in order to help you navigate all things financial.
Main Street To Wall Street: How This Advisor's Border-Town Upbringing Helped Build Her $500 Million Practice
About 40 years ago, Jane began her practice in the small border-town of Nogales, Arizona where she formed a niche market and ultimately saw remarkable success due to her bilingual, bicultural upbringing and relatable, trustworthy nature. While Jane still serves some of her original clients, she has since established a specialty in advising ultra-high-net-worth clients in the Tucson area and continues to grow her practice with the help of her daughters.
Read more about how Jane's border-town upbringing helped build her $500 million practice
When Mother and Daughter Team Up
When Jane's daughters Selina and Michelle (Mikki) were growing up, they spent their summers and free time helping out their mom in the office, in turn absorbing endless amounts of information and learning the tools of the trade. After 30 years of being unofficial employees, Selina and Mikki formally joined Jane's team and provide fresh, intuitive perspectives and unmatched experience to the Rojas Group.
Read more about Jane and Selina's partnership
Forbes Top Women Wealth Advisors 2026
Morgan Stanley announced that Jane Rojas has been named to Forbes Magazine’s list of Top Women Wealth Advisors Best-In-State for 2026, as listed on forbes.com. Jane is part of an elite group of professionals who have been measured based on a host of both qualitative and quantitative criteria. This ranking shines a spotlight on those women Wealth Advisors who continuously demonstrate a commitment to taking care of their clients, with an eye towards raising standards in the industry.
[Source: Forbes (Awarded Feb 2026) Data compiled by SHOOK Research LLC based for the period 9/30/24–9/30/25. (bit.ly link to https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026]
[Source: Forbes (Awarded Feb 2026) Data compiled by SHOOK Research LLC based for the period 9/30/24–9/30/25. (bit.ly link to https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026]
Barron's Top 1,500 Financial Advisors: State-By-State 2026
Morgan Stanley announced that Jane Rojas has been named to Barron's Top 1,500 Financial Advisors: State-By-State 2026. The “Barron’s Top 1,500 Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the Firm and quality of service provided to clients.
(Jane also earned this distinction in 2019-2025)
Disclosure:
2019-2026 Barron's Top 1,500 Financial Advisors: State-by-State (formerly referred to as Barron's Top
Read more about Jane's ranking on Barron's Top 1,200 Financial Advisors: State-By-State 2022(Jane also earned this distinction in 2019-2025)
Disclosure:
2019-2026 Barron's Top 1,500 Financial Advisors: State-by-State (formerly referred to as Barron's Top
Forbes Best-In-State Wealth Advisors 2026
Morgan Stanley announced that Jane Rojas has been named to Forbes Magazine’s List of Best-In-State Wealth Advisors in 2026, as listed on forbes.com. Jane is part of an elite group of professionals who have been measured based on a host of both qualitative and quantitative criteria. This ranking shines a spotlight on those Wealth Advisors who continuously demonstrate a commitment to taking care of their clients, with an eye towards raising standards in the industry.
(Jane also earned this distinction in 2019-2025
2019-2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2019-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
(Jane also earned this distinction in 2019-2025
2019-2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2019-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Understanding Trusts-Planning for Your Legacy
A Transfer on Death (TOD) account is a non-retirement account in which a client designates one or more beneficiaries who will own the assets in the account upon the owner's passing. The two advantages of a TOD account are the ease of setting up the account and the avoidance of probate for assets passing via a TOD account. However, the use of TOD has certain limitations, because not all assets are eligible for TOD and because the client may own assets that will be subject to probate.
A Revocable Living Trust, as either the owner of an investment account or the beneficiary of an investment account, may be an appropriate alternative to TOD in many cases
A Revocable Living Trust, as either the owner of an investment account or the beneficiary of an investment account, may be an appropriate alternative to TOD in many cases
Preparing for Your Meeting With an Estate Planning Attorney
You have worked long and hard to achieve success and build wealth for you and your family. There have been numerous challenges along the way. You may be at a point now where your greatest challenge is preserving your wealth and building a plan for its transition to those you choose in a way you choose.
Learn MoreThinking About Your Legacy? Why You May Need a Trust
A trust can help you define how your life’s work and wealth can continue benefiting the people and causes you care for.
Learn MoreLocation
7175 N Pima Canyon Dr
Tucson, AZ 85718
US
Direct:
(520) 519-2324(520) 519-2324
Meet The Rojas Group
Selina Rojas
Vice President, Financial Advisor
Phone:
(520) 519-2370(520) 519-2370
Michaelle Martinez
Business Development Associate
Phone:
(520) 519-2363(520) 519-2363
Luis Martinez
Assistant Vice President, Consulting Group Analyst
Phone:
(520) 519-2340(520) 519-2340
Michelle Bredehoft
Registered Client Service Associate
Phone:
(520) 519-2338(520) 519-2338
About Jane Rojas
Jane L. Rojas
Executive Director - Wealth Management
Financial Advisor, Family Wealth Director
Jane has dedicated her entire career to serving the financial needs of individuals, families and small business owners in the Tucson area and across the southwest. Her comprehensive approach includes a thorough planning process, customized strategic solutions and a commitment to building deep and longstanding relationships with her clients.
Over the past 40 years, Jane has focused on financial literacy, a cornerstone of her dynamic wealth management practice. A graduate of the University of Arizona, where she earned her B.A. and M.B.A. degrees, Jane is a passionate alumni committed to diversity initiatives, with an emphasis on Latinos and women. She served for years as the Chairperson of the University’s Advisory Board at the Norton School of Family and Consumer Sciences, and she is still on the board, and she is an active member of school’s Take Charge America Institute. She also set up a family foundation to sponsor financial literacy programs for Latinos at the University.
Jane’s commitment to financial literacy and diversity can be recognized through many other industry and community activities. Throughout her career, she has been invited to speak at the Barron's Top Advisors Diversity Summit and the Hispanic Women’s Corporation Conventions. She served as the President of Association of Latino Professional for America (ALPFA’s) Tucson Professional Chapter from 2005 through 2016 and continues to work closely with the University of Arizona’s ALPFA Student Chapter. ALPFA is the largest Latino association for business professionals and students across America with about 100,000 members. Jane taught financial educational classes for more than 25 years and was on the boards of both the Sahuaro Girl Scout Council and Community Foundation for Southern Arizona Board. In 2012, Jane was named Chair of Morgan Stanley’s National Diversity Council after being part of the firm’s Women’s and Multicultural Employee Networking Groups.
A native of Southern Arizona, Jane and her husband, Martin, currently live in Tucson. They have two daughters in the financial services industry, both working on her Team at Morgan Stanley - Michele and Selina (who is Jane’s junior partner). When Jane is not working directly with clients or guiding the many organizations she supports, you can find her spending quality time with family, her many animals, friends and fellow UA alumni. Favorite leisure activities include water sports, Pilates, and yoga.
Securities Agent: CT, DE, FL, HI, IA, ID, IL, KS, ME, MI, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, CO, CA, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
Disclosures:
2019-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2019-2022. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2014) Data compiled by Financial Times based on time period from 9/30/12 - 9/30/13.
Executive Director - Wealth Management
Financial Advisor, Family Wealth Director
Jane has dedicated her entire career to serving the financial needs of individuals, families and small business owners in the Tucson area and across the southwest. Her comprehensive approach includes a thorough planning process, customized strategic solutions and a commitment to building deep and longstanding relationships with her clients.
Over the past 40 years, Jane has focused on financial literacy, a cornerstone of her dynamic wealth management practice. A graduate of the University of Arizona, where she earned her B.A. and M.B.A. degrees, Jane is a passionate alumni committed to diversity initiatives, with an emphasis on Latinos and women. She served for years as the Chairperson of the University’s Advisory Board at the Norton School of Family and Consumer Sciences, and she is still on the board, and she is an active member of school’s Take Charge America Institute. She also set up a family foundation to sponsor financial literacy programs for Latinos at the University.
Jane’s commitment to financial literacy and diversity can be recognized through many other industry and community activities. Throughout her career, she has been invited to speak at the Barron's Top Advisors Diversity Summit and the Hispanic Women’s Corporation Conventions. She served as the President of Association of Latino Professional for America (ALPFA’s) Tucson Professional Chapter from 2005 through 2016 and continues to work closely with the University of Arizona’s ALPFA Student Chapter. ALPFA is the largest Latino association for business professionals and students across America with about 100,000 members. Jane taught financial educational classes for more than 25 years and was on the boards of both the Sahuaro Girl Scout Council and Community Foundation for Southern Arizona Board. In 2012, Jane was named Chair of Morgan Stanley’s National Diversity Council after being part of the firm’s Women’s and Multicultural Employee Networking Groups.
A native of Southern Arizona, Jane and her husband, Martin, currently live in Tucson. They have two daughters in the financial services industry, both working on her Team at Morgan Stanley - Michele and Selina (who is Jane’s junior partner). When Jane is not working directly with clients or guiding the many organizations she supports, you can find her spending quality time with family, her many animals, friends and fellow UA alumni. Favorite leisure activities include water sports, Pilates, and yoga.
Securities Agent: CT, DE, FL, HI, IA, ID, IL, KS, ME, MI, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, CO, CA, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
Disclosures:
2019-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2019-2022. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2014) Data compiled by Financial Times based on time period from 9/30/12 - 9/30/13.
Securities Agent: CA, AL, MN, NV, NC, ID, IA, VT, PA, MO, KY, CT, WA, SC, DE, CO, SD, NM, HI, GA, TX, OH, KS, WI, NY, NJ, MI, IL, MS, FL, AZ, OR, OK, IN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279011
CA Insurance License #: 0B43560
NMLS#: 1279011
CA Insurance License #: 0B43560
About Selina Rojas
Selina Rojas
Financial Advisor
A results-driven Financial Advisor, Selina enjoys working closely with individuals and families to provide highly personalized advice through a disciplined wealth management approach. She is dedicated to helping individuals and families achieve their financial goals, which often include planning for a successful retirement, financing a major acquisition and minimizing taxes through advanced asset management strategies.
After spending time studying in Spain and Mexico, Selina graduated from Arizona State University with a B.A. degree in Liberal Arts. She moved to Northern California in 2011, where she began her career in financial services as a Client Service Associate at Morgan Stanley’s San Jose office. Recognizing her true passion for wanting to help people more directly solve their financial, she returned to Tucson two years later and became a member of the firm’s Wealth Advisory Associate program. In 2014, Selina advanced to the Financial Advisor position and proudly joined the Rojas Group. She currently holds her FINRA Series 7 and 66 registrations, as well as her annuity and life insurance licenses.
As the only millennial on the team, Selina brings a fresh perspective to client service and relationship management. She has streamlined a number of important processes and has refined team responsibilities. Selina specifically enjoys working directly with clients, developing deeper relationships with their children and grandchildren.
Born in Colorado and raised in Tucson, Selina lives in Tucson with her two daughters. In her free time, she enjoys hiking the beautiful Arizona desert, traveling the world, and most of all, spending time with her family, friends and animals.
Financial Advisor
A results-driven Financial Advisor, Selina enjoys working closely with individuals and families to provide highly personalized advice through a disciplined wealth management approach. She is dedicated to helping individuals and families achieve their financial goals, which often include planning for a successful retirement, financing a major acquisition and minimizing taxes through advanced asset management strategies.
After spending time studying in Spain and Mexico, Selina graduated from Arizona State University with a B.A. degree in Liberal Arts. She moved to Northern California in 2011, where she began her career in financial services as a Client Service Associate at Morgan Stanley’s San Jose office. Recognizing her true passion for wanting to help people more directly solve their financial, she returned to Tucson two years later and became a member of the firm’s Wealth Advisory Associate program. In 2014, Selina advanced to the Financial Advisor position and proudly joined the Rojas Group. She currently holds her FINRA Series 7 and 66 registrations, as well as her annuity and life insurance licenses.
As the only millennial on the team, Selina brings a fresh perspective to client service and relationship management. She has streamlined a number of important processes and has refined team responsibilities. Selina specifically enjoys working directly with clients, developing deeper relationships with their children and grandchildren.
Born in Colorado and raised in Tucson, Selina lives in Tucson with her two daughters. In her free time, she enjoys hiking the beautiful Arizona desert, traveling the world, and most of all, spending time with her family, friends and animals.
Securities Agent: MO, MN, OR, OH, NY, NV, KY, FL, VT, DC, CT, WI, WA, KS, IN, CO, MS, IA, PA, NC, MI, IL, CA, SD, NM, NJ, HI, GA, AZ, SC, ID, AL, RI, OK, DE, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1401583
NMLS#: 1401583
About Michaelle Martinez
Michaelle Martinez
Business Development Associate
Drawing on nearly 35 years of financial services experience, Michaelle is often the first line of contact on a broad array of client services. A consummate professional, she is committed to providing each client with the highest level of personal service and integrity. Michaelle has been a vital member of the Rojas Group since joining the team in 2006.
From the largest task to the smallest request, Michaelle works diligently to exceed client expectations. Her core responsibilities are essential to enabling her team to carry out its mission of helping financially successful individuals plan, invest, and lead fulfilling lives. She coordinates all administrative and operational duties, including opening new accounts, wire transfers, client statements and executing trades.
Michaelle began her financial services career at Dean Witter Reynolds in 1983, and over the years has had the opportunity to work for several financial organizations, including Wachovia and UBS. She currently holds the Series 7 and 63 FINRA registrations and also maintains her annuity and life insurance licenses.
Michaelle was born in Denver, Colorado and moved to Tucson when she was in high school. She has four children, Chase, Tanner, Mercedes, & Grayson, as well as a lovable Rottweiler, Lexi.
Business Development Associate
Drawing on nearly 35 years of financial services experience, Michaelle is often the first line of contact on a broad array of client services. A consummate professional, she is committed to providing each client with the highest level of personal service and integrity. Michaelle has been a vital member of the Rojas Group since joining the team in 2006.
From the largest task to the smallest request, Michaelle works diligently to exceed client expectations. Her core responsibilities are essential to enabling her team to carry out its mission of helping financially successful individuals plan, invest, and lead fulfilling lives. She coordinates all administrative and operational duties, including opening new accounts, wire transfers, client statements and executing trades.
Michaelle began her financial services career at Dean Witter Reynolds in 1983, and over the years has had the opportunity to work for several financial organizations, including Wachovia and UBS. She currently holds the Series 7 and 63 FINRA registrations and also maintains her annuity and life insurance licenses.
Michaelle was born in Denver, Colorado and moved to Tucson when she was in high school. She has four children, Chase, Tanner, Mercedes, & Grayson, as well as a lovable Rottweiler, Lexi.
About Luis Martinez
Luis Martinez
Consulting Group Analyst
As the Consulting Group Analyst for the Rojas Group, Luis is responsible for managing all trades for the team and verifying the accounting for all client activities. He is also in charge of asset allocation and risk management, consulting group new business and business support.
Luis earned his B.S. degree in Business Administration from the University of Arizona, and his M.B.A. from the University of Phoenix. His financial services career began as an intern at PaineWebber in 1990. Over the years, he has had the opportunity to work as a Client Service Associate and Investment Executive for both International and Domestic Financial Advisors. He joined The Rojas Group in 2006.
In addition to his impeccable work ethic, Luis always makes time for his family. He is married to Angelica. Together they have three beautiful children, Angela, Andre and Athalia.
Consulting Group Analyst
As the Consulting Group Analyst for the Rojas Group, Luis is responsible for managing all trades for the team and verifying the accounting for all client activities. He is also in charge of asset allocation and risk management, consulting group new business and business support.
Luis earned his B.S. degree in Business Administration from the University of Arizona, and his M.B.A. from the University of Phoenix. His financial services career began as an intern at PaineWebber in 1990. Over the years, he has had the opportunity to work as a Client Service Associate and Investment Executive for both International and Domestic Financial Advisors. He joined The Rojas Group in 2006.
In addition to his impeccable work ethic, Luis always makes time for his family. He is married to Angelica. Together they have three beautiful children, Angela, Andre and Athalia.
About Michelle Bredehoft
Michelle Bredehoft
Registered Client Service Associate
Michelle (Mikki) Bredehoft is an indispensable, dedicated member of the Rojas Group who excels in areas such as practice management. After unofficially working and learning alongside her mother Jane since her childhood, Mikki officially joined Morgan Stanley and the Rojas Group in September of 2021.
Prior to joining forces with her mother, sister, and their trusted colleagues, Mikki worked in the financial industry for over 10 years, half of which she spent in the insurance sector. Mikki earned a bachelor’s degree in Humanities from the University of Colorado at Boulder.
Mikki recently moved from Fort Collins, Colorado to Tucson, where she currently resides with her husband Matt, their two-year-old daughter, and another daughter on the way. In their free time, Mikki and her family are involved with soccer and other adult recreational sports teams. She is also actively engaged in volunteering at a local organization that helps kids receive access to dental services.
Registered Client Service Associate
Michelle (Mikki) Bredehoft is an indispensable, dedicated member of the Rojas Group who excels in areas such as practice management. After unofficially working and learning alongside her mother Jane since her childhood, Mikki officially joined Morgan Stanley and the Rojas Group in September of 2021.
Prior to joining forces with her mother, sister, and their trusted colleagues, Mikki worked in the financial industry for over 10 years, half of which she spent in the insurance sector. Mikki earned a bachelor’s degree in Humanities from the University of Colorado at Boulder.
Mikki recently moved from Fort Collins, Colorado to Tucson, where she currently resides with her husband Matt, their two-year-old daughter, and another daughter on the way. In their free time, Mikki and her family are involved with soccer and other adult recreational sports teams. She is also actively engaged in volunteering at a local organization that helps kids receive access to dental services.
Contact Jane Rojas
Contact Selina Rojas
Awards and Recognition
Barron's Top 1,200 Financial Advisors: State-by-State
2021-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2021-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
Article Image
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
Iran Conflict: Seven Takeaways for Investors
Article Image
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
529 Plans: A Powerful Tool to Save for Education
Article Image
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
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
Ready to start a conversation? Contact The Rojas Group today.
1Investors 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.
2Morgan 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
3Morgan 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.
4Municipal bonds may not be appropriate for all investors. Income 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
6Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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
2Morgan 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
3Morgan 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.
4Municipal bonds may not be appropriate for all investors. Income 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
6Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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)
