On the corner of Parker Rd and Hwy 98 in Fairhope. Directly across 98 from Publix Shopping Center.
Jake works with Business Owners and families in need of financial planning and peace of mind. Whether it is retirement, education or estate planning, he's here to help.
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Mr. Jake Wallace
Jake is a Financial Advisor with Morgan Stanley. He believes every client should have a financial plan.
After five years running the NY Metro area for a leading alternative investment firm, and consistently being a top producer, Jake moved his family from Wall Street to Main Street. Jake excels at working with Business owners, lawyers and families with intergenerational wealth planning.
When he is not working with clients, Jake enjoys spending time with his wife, Jillian, and their young daughter. He is also a dedicated member of the Eastern Shore Kiwanis Club, as well as a board member at Gift of Adoption Alabama.