Jack is a Financial Advisor with The Fishbein Group at Morgan Stanley in Rockville, MD. After earning his M.B.A. from Shenandoah University in 2018, he worked for T. Rowe Price in their 401(k) department. He then joined The Fishbein Group at Morgan Stanley in 2019, where he discovered his passion for helping others with their finances. Jack became a CERTIFIED FINANCIAL PLANNER® in 2023 and uses financial planning as the blueprint for all clients. Combining his
knowledge with his group’s collective 40+ years of experience, Jack primarily helps individuals and families through personal wealth management. While his client’s professions vary, he focuses on helping individuals who work in the Government Contracting space.