Justin Jacobs

Justin Jacobs is a Financial Advisor at Morgan Stanley, located in Boca Raton, Florida. He specializes in wealth management and investment advisory services, focusing on creating tailored financial strategies for a diverse clientele that includes affluent families, retirees, small business owners, and professionals.

Professional Background

• Experience: Justin has over 10 years of experience in the financial services industry and is known for his disciplined approach to helping clients define and achieve their financial goals. He emphasizes a personalized service model, treating clients like family and ensuring they feel valued throughout their financial journey.13
• Education: He holds a degree from the University of South Florida, which contributes to his expertise in financial planning and investment strategies.2

Services Offered

Justin provides a range of services including:

• Customized Investment Planning: Developing tailored investment strategies that align with clients' unique situations.
• Retirement and Estate Planning: Offering personal and corporate retirement planning, trust strategies, and legacy planning to maximize assets for heirs.
• Insurance Solutions: Providing access to various insurance products, including life, health, and annuities.
• Corporate 401(k) Management: Collaborating with clients' other advisors to ensure effective management of retirement plans.14

Client Relationship Philosophy

Justin prioritizes building long-term relationships based on integrity and trust. He maintains regular communication with clients to keep them informed about their financial plans and portfolios. His approach includes transparency and collaboration with other professionals involved in the client's financial life, such as accountants and attorneys.12

Overall, Justin Jacobs is dedicated to providing exceptional service and customized financial solutions that meet the evolving needs of his clients.