James Funk

OUR STORY AND SERVICES The FS Group was created to provide clients with a comprehensive and tailored process to investing. The group strives to continually provide white glove service to all of its clients with a dedicated hand-picked team of financial professionals. A major focus of the team is on service, they strive to cater to their client’s needs while utilizing Morgan Stanley’s vast network. The team’s sensible approach to investing offers detail oriented knowledge and research capabilities which translate to a high level of service for clients seeking wealth accumulation, principal protection, and estate planning strategies. They focus on truly familiarizing themselves with the client’s and their family’s needs. Through a deeper understanding of our client’s needs and aspirations, our platform allows a structured and dynamic approach to customize strategies and in turn provide appropriate advice for each individual’s financial situation. The FS Group manages the assets of high net worth individuals, families, businesses, and has advanced experience working with athletes. Comprised of two Global Sports & Entertainment (GSE) Directors, the group renders knowledge of the highest level in the athlete space. The GSE division of Morgan Stanley Wealth Management dedicates in serving professional athletes & entertainers in their unique and sophisticated needs. Whether our client is an athlete, corporate entity, or family, our mission is to assist our clients with the myriad investment and cash management solutions at our disposal in order to magnify their financial capabilities while working with us.