Gary W. Jbara, CIMA®, CRPS®

Gary W. Jbara, CIMA®, CRPS®

Investment Executive

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  • Timeline

  • About me

    Executive Director at Morgan Stanley, Institutional Consulting Director with Graystone Consulting

  • Education

    • University of Michigan

      -
      MBA
    • University of Notre Dame

      1980 - 1984
      Bachelor of Science Mathematics
  • Experience

    • Prudential-Bache

      Jan 1985 - Jan 1988
      Investment Executive
    • Paine Webber

      Jan 1988 - Jan 1994
      Senior Vice President
    • Morgan Stanley

      Aug 1994 - now
      Institutional Consultant, Financial Advisor

      Executive 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 Planning
      Jan 2017
    • CIMA® - Certified Investment Management Analyst®

      University of Pennsylvania - The Wharton School
      Jan 2002