Jeffrey Wolfe
Senior Vice President, Financial Advisor
Phone:
(305) 376-8503(305) 376-8503
The Wolfe Group at Morgan Stanley
Direct:
(305) 376-8503(305) 376-8503
Our Mission Statement
Working with high-net-worth individuals, families, business owners and executives to help grow, protect, and transfer multigenerational wealth. This is accomplished by advising on highly customized portfolios and planning and leveraging Morgan Stanley’s integrated capabilities, resources and client technology.
ABOUT THE WOLFE GROUP
Jeffrey Wolfe is a Senior Vice President, Financial Advisor at Morgan Stanley who recently joined the firm after working with UBS for 11 years, J.B. Hanauer & Co. (acquired by RBC) for 16 years, and a 6-year year stint at Morgan Stanley from 2008 to 2014. Having more than 30 years experience in the financial services industry, Jeff is known for a family-oriented, highly personalized approach to helping high net worth individuals and families manage and transfer their wealth.
Jeff employs highly customized investment strategies aligned with each client’s priorities and values to deliver a memorable and thorough client experience. His clients include high net worth individuals, families, family offices, business owners and senior executives, including those in the real estate, art, and entertainment world.
Jeff began his career as an attorney, practicing securities, real estate and corporate finance law at leading New York City law firms. He later served as branch manager of a regional wealth management firm, where he oversaw more than 100 financial advisors.
Jeff’s experience as a securities and finance attorney, senior leader and financial advisor provides a broad perspective and a practical, solutions-oriented approach to wealth management and planning. He works with clients on customized strategies designed to provide tax-advantaged income and equity solutions to help meet their needs and goals.
Jeff is FINRA-registered and holds Series 7, 63 and 65 securities licenses, as well as life and health insurance licenses. Jeff earned a B.A. in Political Science, cum laude, from the University of Delaware and a J.D. from the University of California, Hastings College of the Law, where he was a member of the Hastings Law Journal. Jeff is also a member of the New York State Bar Association. Jeff enjoys active outdoor pursuits including fishing, skiing, and other travel adventures. Outside of the office, Jeff enjoys spending time with his twin children who recently graduated from college.
Jeff employs highly customized investment strategies aligned with each client’s priorities and values to deliver a memorable and thorough client experience. His clients include high net worth individuals, families, family offices, business owners and senior executives, including those in the real estate, art, and entertainment world.
Jeff began his career as an attorney, practicing securities, real estate and corporate finance law at leading New York City law firms. He later served as branch manager of a regional wealth management firm, where he oversaw more than 100 financial advisors.
Jeff’s experience as a securities and finance attorney, senior leader and financial advisor provides a broad perspective and a practical, solutions-oriented approach to wealth management and planning. He works with clients on customized strategies designed to provide tax-advantaged income and equity solutions to help meet their needs and goals.
Jeff is FINRA-registered and holds Series 7, 63 and 65 securities licenses, as well as life and health insurance licenses. Jeff earned a B.A. in Political Science, cum laude, from the University of Delaware and a J.D. from the University of California, Hastings College of the Law, where he was a member of the Hastings Law Journal. Jeff is also a member of the New York State Bar Association. Jeff enjoys active outdoor pursuits including fishing, skiing, and other travel adventures. Outside of the office, Jeff enjoys spending time with his twin children who recently graduated from college.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WHAT I CAN OFFER
Jeff manages client portfolios through a disciplined, highly personalized process designed to help grow and protect family generational wealth. He begins by understanding each client's goals, values, time horizon, liquidity needs and tax considerations, then builds a customized strategy. He also incorporates, where appropriate, securities-based lending, mortgage financing, and insurance strategies to help clients meet their long-term goals.
Discovery Process
Investing the time to learn about you and your family, your assets, liabilities, and risk exposures, enabling us to formulate strategies and customize the relationship to your needs.
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.
PROTECTING YOUR WEALTH AND YOUR HEIRS
Working alongside the client's attorneys and tax advisors, Jeff helps align portfolios and account structures with the client's goals. For philanthropic goals, Jeff can help clients evaluate ways to give strategically over time and coordinate charitable intentions with broader family and tax planning, while keeping the focus on the client's desired impact.
Legacy and estate planning is not "set it and forget it." Jeff and his team can help, when circumstances change, with strategies. Jeff can provide ongoing reviews to help keep plans current as tax rules evolve, markets move, and family circumstances change—marriages, divorces, births, deaths, career changes, business liquidity events, or changes in state residency.
WEALTH TOOLS & RESOURCES
Morgan Stanley's comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
Cyber Security Resources
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
GIC On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
2026 Federal Tax Tables
This document outlines the 2026 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
Location
200 South Biscayne Blvd
Ste 1200
Miami, FL 33131
US
Direct:
(305) 376-8503(305) 376-8503
Meet The Wolfe Group
About Me
Jeffrey Wolfe is a Senior Vice President, Financial Advisor at Morgan Stanley who recently joined the firm after working with UBS for 11 years, J.B. Hanauer & Co. (acquired by RBC) for 16 years, and a 6-year year stint at Morgan Stanley from 2008 to 2014. Having more than 30 years experience in the financial services industry, Jeff is known for a family-oriented, highly personalized approach to helping high net worth individuals and families manage and transfer their wealth.
Jeff employs highly customized investment strategies aligned with each client’s priorities and values to deliver a memorable and thorough client experience. His clients include high net worth individuals, families, family offices, business owners and senior executives, including those in the real estate, art, and entertainment world.
Jeff began his career as an attorney, practicing securities, real estate and corporate finance law at leading New York City law firms. He later served as branch manager of a regional wealth management firm, where he oversaw more than 100 financial advisors.
Jeff’s experience as a securities and finance attorney, senior leader and financial advisor provides a broad perspective and a practical, solutions-oriented approach to wealth management and planning. He works with clients on customized strategies designed to provide tax-advantaged income and equity solutions to help meet their needs and goals.
Jeff is FINRA-registered and holds Series 7, 63 and 65 securities licenses, as well as life and health insurance licenses. Jeff earned a B.A. in Political Science, cum laude, from the University of Delaware and a J.D. from the University of California, Hastings College of the Law, where he was a member of the Hastings Law Journal. Jeff is also a member of the New York State Bar Association. Jeff enjoys active outdoor pursuits including fishing, skiing, and other travel adventures. Outside of the office, Jeff enjoys spending time with his twin children who recently graduated from college.
Jeff employs highly customized investment strategies aligned with each client’s priorities and values to deliver a memorable and thorough client experience. His clients include high net worth individuals, families, family offices, business owners and senior executives, including those in the real estate, art, and entertainment world.
Jeff began his career as an attorney, practicing securities, real estate and corporate finance law at leading New York City law firms. He later served as branch manager of a regional wealth management firm, where he oversaw more than 100 financial advisors.
Jeff’s experience as a securities and finance attorney, senior leader and financial advisor provides a broad perspective and a practical, solutions-oriented approach to wealth management and planning. He works with clients on customized strategies designed to provide tax-advantaged income and equity solutions to help meet their needs and goals.
Jeff is FINRA-registered and holds Series 7, 63 and 65 securities licenses, as well as life and health insurance licenses. Jeff earned a B.A. in Political Science, cum laude, from the University of Delaware and a J.D. from the University of California, Hastings College of the Law, where he was a member of the Hastings Law Journal. Jeff is also a member of the New York State Bar Association. Jeff enjoys active outdoor pursuits including fishing, skiing, and other travel adventures. Outside of the office, Jeff enjoys spending time with his twin children who recently graduated from college.
Securities Agent: NY, TX, CA, PA, MD, TN, NV, MI, GA, NJ, FL, CT, AR, SC, NC; General Securities Representative; Investment Advisor Representative
Contact Jeffrey Wolfe
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
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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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
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Ready to start a conversation? Contact The Wolfe Group today.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan 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.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
5Morgan 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.
6Morgan 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.
7Morgan 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
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan 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.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
5Morgan 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.
6Morgan 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.
7Morgan 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
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)
