Jason Chambeau is a Financial Advisor and principal of The Chambeau Group at Morgan Stanley, where he focuses on serving the various needs of a select group of high-net-worth families, business owners, and corporate executives. Jason often gets to know his clients families through the close, long-term relationships he develops and by assisting multiple generations in growing, preserving, and distributing their wealth. Based in Morristown, NJ, Jason has more than 20 years of experience working with investors nationwide. Many of his clients have been with him since he started his career. In fact, today he works with the children and grandchildren of several of these original families. Helping to ensure the success of a family patriarch or matriarch as well as supporting their children and grandchildren in managing their own lives and tending to their parents affairs is his key responsibility. He believes his knowledge and experience working with multiple generations is unique and allows current and future clients to benefit from the insights gleaned in observing both the challenges and great accomplishments of the families he serves. Jason builds and manages customized portfolios for his clients to suit their investment needs and help manage risk. He is highly skilled in helping generate income for retirees, preserving wealth, and managing portfolios tax efficiently. Delivering first class service and always being available as his clients primary financial resource is something he is very proud of. Jason has worked in many different economic environments throughout his investment career, giving him a perspective that enhances his ability to seek solutions for his clients unique investment goals. Jason lives with his wife Amy and their two children in Randolph, NJ. 