Jay Rowley - Morgan Stanley Financial Advisor - DELRAY BEACH, FL
Morgan Stanley
Jay Rowley
Branch Manager
Senior Portfolio Manager
55 NE 5TH AVE STE 400
DELRAY BEACH, FL 33483
tel: (561) 243-2220
toll-free: (800) 561-8115 
fax: (561) 243-2250

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
  • Delray Beach Chamber of Commerce
    Member
    Delray Beach, FL
Services
  • Wealth Management
  • Stock Option Plans
  • Retirement Planning
  • Professional Portfolio Management
  • Municipal Bonds
  • Life Insurance
  • LGBT Planning Services
  • Lending Services
  • Fixed Income
  • Estate Planning
  • Endowments and Foundations
Education and Licensing
  • BA - Economics, 1989
    Minor - History
    Wake Forest University
    Winston - Salem, NC
  • Guided Portfolio Management Program, 2002
    Smith Barney
    Delray Beach, FL
  • Exchange Traded Funds (ETF) Certification, 2002
    Smith Barney
    Delray Beach, FL
  • Series 7 - General Securities Representative
  • Series 9 - General Securities Sales Supervisor-Options Module
  • Series 10 - General Securities Sales Supervisor-General Module
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Accident, Health & Variable Annuities Insurance Licensed
Business Experience
  • 2001 - Present: Morgan Stanley*

    Second Vice President
    Guided Portfolio Manager
    Financial Advisor
    Delray Beach, FL
  • 1993 - 2000: Elliot Wave International, Inc.

    Assistant Director - Institutional Sales
    Gainesville, GA
  • 1990 - 1993: Waddell & Reed

    Financial Planner
    Charlotte, NC

Bulletin Board
  • Overreacting to the market events often forces investors to sell at the bottom or miss out on a subsequent recovery. By reviewing your long-term, diversified investment plan on a periodic basis, we can alter it as your needs change—or help you stick to it when the market starts to make you jittery. Diversification does not assure a profit or protect against loss in declining financial markets.

  • See the latest edition of the Global Investment Committee's Newsletter: On the Markets.

Jay Rowley holds the following registrations:
BM/Supervisor; Securities Agent: AL, AZ, CA, FL, GA, KS, MA, MI, MN, NC, NJ, NY, PA, SC, TX, VA, VT, WI; General Securities Representative; Investment Advisor Representative;

This 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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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