Marc Jacobson

Advisory Council Member

With more than 25 years of financial services experience, Marc came to Morgan Stanley in 2012.  Committed to his clients, he believes that trust and confidence are the foundation for any successful relationship.  Through hard work and dedication, he endeavors to exceed client expectations.  He provides well-balanced solutions for each client based on their respective goals, tolerance, and needs.  A graduate of the University of Michigan, his experience with Bo Schembechler helped shape his commitment to integrity, ethics, and values. 

As an active philanthropist, Marc has a history of mentoring children. He served as Chairman of the Board for All Children’s Hospital Foundation and Boys and Girls Clubs of Tampa Bay Foundation and on the board of The Vinny LeCavalier Foundation focusing on pediatric cancer.  Marc currently serves as an advisory council member of the World Federation of Youth Clubs.  In addition, Marc founded a Social Justice Coalition with global reach aimed at generational change.

Marc and his wife Lisa have two sons, Jordan and Eric.