Jason Pace Email & Phone Number

Whether you're an executive, business owner, professional athlete, or leading a wealthy family - you assume a great deal of responsibility. Each and every day, you have to perform in the moment and prepare for the next. But what happens when you approach retirement? How can you maintain your lifestyle - and plan for legacy - for yourself and your family? At RM Compass Group at Morgan Stanley, we're here to help preserve what you've spent a lifetime working towards.As Senior Vice President of Wealth Management, Financial Advisor, Financial Planning Specialist, and Global Sports and Entertainment Director at Morgan Stanley – I serve as the COO of RM Compass Group and manage the team’s professional athlete business. Drawing from deep wealth management experience and a background as a college athlete, I bring robust industry knowledge and a firsthand perspective to my work with professional athletes and coaches. My team works diligently striving to help ensure that athletes are set up for financial success throughout their entire career, from draft day through retirement. This involves creating a customized financial plan – a roadmap – that takes the guess work out of financial planning. As part of this plan, I created the “Savings Report Card,” an innovative accountability tool used to help players stay on track with their financial goals. With a client list ranging from rookies to established veterans, my team and I seek to ensure that athletes feel confident in their financial futures not only at the peak of their professional careers, but beyond as well.I currently reside in Atlanta with my wife Sylvia and our two boys, J.R. and McCoy. I serve my community as a coach for the Northside Youth Organization (NYO) youth football program. My family and I are also dedicated members of the Buckhead Community Fellowship Church.For a second opinion about your investments or to talk about your objectives, email me at Jason.R.Pace@morganstanley.com.Specialties: Financial planning | business planning & exit strategies | business succession planning | asset management | tax mitigation strategies | retirement planning | education planning | estate planning strategies | cash management & lendingNMLS #1261974

Listed skills include Financial Services, Services, and Wealth Management.