Jean-Pierre Gobic - Morgan Stanley Financial Advisor - Sarasota, FL
Morgan Stanley
Jean-Pierre Gobic
Vice President, Wealth Management
Financial Advisor
Alternative Investments Director
Family Wealth Advisor
2 North Tamiami Trail
11th Floor
Sarasota, FL 34236
tel: (941) 363-8508
fax: (941) 951-2513

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Associations
  • Member of Rotary Club of Sarasota Florida
Services
  • Wealth Management
  • Executive Financial Services
  • Estate Planning Strategies
  • Family Consulting
  • Philanthropic Services
  • Life Insurance
  • Retirement Planning
  • Asset Management
  • Alternative Investments
  • Certificates of Deposit
  • Fixed Income
  • Municipal Bonds
  • Precious Metals
  • 401(k) Rollovers
  • Access to Lending Services
Education and Licensing
  • Adelphi University, Undergraduate
  • Fordham University, Graduate
  • Series 7 - General Securities License
  • Series 66 - Uniform Combined State Law License
  • Series 31 - Futures Managed Funds License
  • Life, Health, Variable Annuity and Long Term Care Insurance Licensed
  • Alternative Investment Certified
Business Experience
  • 2010 - Present: Morgan Stanley, Financial Advisor
  • 2001 - 2010: UBS, Financial Advisor

Bulletin Board
  • See February On the Markets from the Global Investment Committee featuring

    “Think Like An Owner”  Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., cautions investors about buying stocks now amid deteriorating economic statistics and downward revisions in earnings forecasts. He counsels investors to wait until growth troughs.

    “The Legacy of QE”  The Federal Reserve’s Quantitative Easing policy had curative powers for the economy, the banking system and asset markets. It also left behind a legacy of high levels of debt and potentially crippling deficits. 

    “Get Ready for Flying Cars”  They’re not science fiction, writes Adam Jonas, an equity analyst who follows the global auto industry for Morgan Stanley & Co. Jonas lays out the timeline for development and adoption of urban air mobility. 

    • Plus, look for more on equities and fixed income, as well as a Q&A with Joanne Driscoll of Putnam Investments on opportunities in short-term fixed income, where the yields are the highest in a decade.

  • Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.

  • For an investment plan as unique as your needs, Request an Appointment, call or email me.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Jean-Pierre Gobic holds the following registrations:
Securities Agent: CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1398719

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