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Jamie Block
Wealth Advisor, Morgan Stanley
EXPERIENCE: With nearly a decade of experience in the investment industry, Jamie Block is committed to providing his clients with the highest level of personal service and investment advice. As a Wealth Advisor he has broad capa-bilities and direct access to the best that Morgan Stanley has to offer. He chooses to focus his work on asset llocation, privately managed accounts, and private wealth management services.
KNOWLEDGE: In the fall of 2007, Jamie was nominated by management and accepted into Morgan Stanley's exclusive Wealth Advisor pro-gram after an intensive application process. Already highly trained and experienced, he received additional advanced training through a rigorous program at headquarters in New York City. Jamie is proud to be a University of North Carolina at Chapel Hill graduate. Jamie is a General Securities Representative (NYSE/NASD), Series 7, 63, 65, and 31 and is licensed in Life and Health Insurance in New York and New Jersey.
PERSPECTIVE: In his former career Jamie was a successful recording artist with Capitol Records.
BALANCE: Jamie lives in Rockland County with his wife Susan and their two daughters, Johanna and Sophie.
LEADERSHIP: Jamie prides himself on being a practical, consistent advisor. "I believe that clients pay us to have an opinion- to take a stand and give advice that is unique to each situation. I enjoy my clients and look forward to speaking with them, no matter what is going on in the market or in their lives."
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