
Gary W. Jbara, CIMA®, CRPS®
Investment Executive

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About me
Executive Director at Morgan Stanley, Institutional Consulting Director with Graystone Consulting
Education

University of Michigan
-MBA
University of Notre Dame
1980 - 1984Bachelor of Science Mathematics
Experience

Prudential-Bache
Jan 1985 - Jan 1988Investment Executive
Paine Webber
Jan 1988 - Jan 1994Senior Vice President
Morgan Stanley
Aug 1994 - nowInstitutional Consultant, Financial AdvisorExecutive Director Gary W. Jbara, CIMA®, CRPS®, Corporate Retirement Director, Institutional Consulting Director and Family Wealth Director, has worked in the investment and financial consulting industry since 1985. Gary earned the IMCA Certified Investment Management Analyst® (C.I.M.A.) designation from Wharton School of Business, University of Pennsylvania. He holds a Chartered Retirement Plans Specialist℠ (CRPS®) designation. Gary is a member of Investment Management Consultants Association (IMCA) and a member of the Association of Professional Investment Consultants (APIC.) Gary received his Bachelor’s degree in Mathematics and Business from the University of Notre Dame and MBA from the University of Michigan. Disclaimers: © 2022 Morgan Stanley Smith Barney LLC ‘MSSB’, member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlAsset allocation does not guarantee a profit or protect against a loss in a declining financial market.*Please see the team website, "https://fa.morganstanley.com/jbaraandrogers" for details about the members, their functional titles and their individual years of experience.© 2022 Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting, a business of Morgan Stanley. Show less
Licenses & Certifications

Chartered Retirement Plans Specialist℠ (CRPS®)
College for Financial PlanningJan 2017
CIMA® - Certified Investment Management Analyst®
University of Pennsylvania - The Wharton SchoolJan 2002
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