Sep 1, 2013
Clyde Jensen of Morgan Stanley Provides Family Financial Planning
By Michelle Caceres
Whether your last vacation was a quick weekend jaunt or a weeklong getaway, you probably spent a considerable amount of time planning the perfect trip.
Morgan Stanley financial advisor Clyde Jensen hopes most people use the same care in planning for retirement. “Retirement is vacationing forever,” he said.
While not as immediately gratifying as vacation planning, financial planning can provide a lasting legacy for you and your family.
The pursuit of long-term financial goals begins with a financial advisor who can help you reach it. Armed with a deep understanding of your distinctive needs, Jensen can plan and execute strategies, drawing from the products and services of internationally admired financial services firm, Morgan Stanley.
A Valrico resident, Jensen graduated from East Bay High School then earned a B.S. in Electrical Engineering from USF. Following a successful career at Raytheon and TECO, he became a successful business owner. From 2000 to 2007, he owned 11 businesses in varying industries, including Cherry’s restaurant franchises.
In 2007, ready to take another industry by storm, Jensen earned his series 7 license, becoming a financial advisor with Edward Jones. He left Edward Jones in 2012, accepting a position at Morgan Stanley. He is an AAMS (Asset-Accredited Management Specialist) and is licensed in 17 states.
Jensen specializes in retirement planning, wealth transfer planning, estate and trust planning and college education planning.
Client George Sauciunac and his wife, Christine, met Jensen three years ago when he was working for Edward Jones. His investment plan for them is diversified using several accounts, each with a different set of needs and priorities.
“He doesn’t prescribe to a vanilla-flavored, one-size-fits-all type of investment strategy,” said Sauciunac.
In addition to his individualized customer service, the power of Morgan Stanley is what backs him. “If a client requires a specialty that I don’t have expertise in, I can bring in a subject matter expert and they will work on my team and it doesn’t cost anything extra,” he said. “We have those resources in place and available to our clients.”
Jensen’s office is located in Tampa at 18302 Highwoods Preserve Suite 100.
For more information, visit www.morganstanley.com/clyde.jensen. To schedule an appointment, call 903-3036 or email firstname.lastname@example.org.