The J Stewart Group

The J Stewart Group Working together we can help you to preserve and grow your wealth. MSSB will not accept purchase or sale orders via social network messaging systems.

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that aims to be appropriate for how you invest and what you want to achieve. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and ex*****on platform and a full spectrum of investment choices. NMLS

#: 2125380
AR Insurance License #: 5086966

NMLS #: 1473225

NMLS #2503215
FL Insurance W976564

©2025 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 is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-j-stewart-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.

Are you on track for a comfortable retirement? Target date portfolios could be the answer. They adjust your investment m...
04/11/2024

Are you on track for a comfortable retirement? Target date portfolios could be the answer. They adjust your investment mix over time, helping to reduce risk as you approach retirement.

www.morganstanley.com

Before you tuck your tax return away, consider taking a closer look for opportunities that may help you reach your finan...
03/28/2024

Before you tuck your tax return away, consider taking a closer look for opportunities that may help you reach your financial goals. Let's discuss which tax-smart strategies may work for you.

www.morganstanley.com

Proud to work for a firm like Morgan Stanley, where innovation is celebrated. Through Morgan Stanley Wealth Management's...
03/20/2024

Proud to work for a firm like Morgan Stanley, where innovation is celebrated. Through Morgan Stanley Wealth Management's Private Markets Transaction Desk, eligible clients can now buy and sell shares of eligible private companies. Learn more about how to gain access to a distinct array of private market opportunities.

www.morganstanley.com

03/13/2024

Looking for ways to minimize your tax bill? Direct Indexing by Morgan Stanley enables you to take advantage of year-round tax-loss harvesting, plus aligns your investments with your values and goals. Learn more and let's set up time to chat.
https://livesocial.seismic.com/ahOo4r

Inflation may be stickier than expected, delaying the start of long-awaited interest rate cuts.
01/17/2024

Inflation may be stickier than expected, delaying the start of long-awaited interest rate cuts.

Inflation continues to be stickier than expected, and that’s likely to delay the start of long-awaited interest rate cuts.

"Darkness cannot drive out darkness; only light can do that. Hate cannot drive out hate; only love can do that. " -Dr. M...
01/15/2024

"Darkness cannot drive out darkness; only light can do that. Hate cannot drive out hate; only love can do that. " -Dr. Martin Luther King Jr.

This is the season for joy, love and peace. Merry Christmas, and wishing everyone a Happy New Year!
12/23/2023

This is the season for joy, love and peace. Merry Christmas, and wishing everyone a Happy New Year!

Wondering what to give this holiday season? Consider a gift that keeps on giving – contributions to a 529 plan can help ...
12/13/2023

Wondering what to give this holiday season? Consider a gift that keeps on giving – contributions to a 529 plan can help cover future tuition bills and may provide potential tax benefits for the gift giver.

Looking for a more meaningful gift this holiday season? Consider giving your children, grandchildren, nieces and nephews the gift of learning—through a 529 plan.

As we approach the holidays, be sure to check out the 2024 holiday guide to giving below.
12/05/2023

As we approach the holidays, be sure to check out the 2024 holiday guide to giving below.

As you reconnect with loved ones for the holidays, consider these impactful ways to give.

Morgan Stanley Research expects slowing global growth as central banks walk a fine line between inflation and recession....
11/28/2023

Morgan Stanley Research expects slowing global growth as central banks walk a fine line between inflation and recession. Read more in the 2024 Global Macro Outlook below.

In 2024, inflation should continue to fall, accompanied by a global slowdown in growth.

The Stewart McCall Group wishes a Happy Thanksgiving to all of our friends and family. Safe travels and have a great hol...
11/23/2023

The Stewart McCall Group wishes a Happy Thanksgiving to all of our friends and family. Safe travels and have a great holiday!

On this Veterans Day, we honor the bravery and dedication of those who serve our country. We are forever grateful for th...
11/11/2023

On this Veterans Day, we honor the bravery and dedication of those who serve our country. We are forever grateful for their service.

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2303 SE 17th Street Ste 101
Ocala, FL
34471

Telephone

+13524013867

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