Wealth Management for Your Life and Legacy

The MayRiver Group at Morgan Stanley

From left to right: Alex Cooler, Financial Advisor; Smittie Cooler, Financial Advisor; Kim Jettie, Client Service Associate; Robert Long, Financial Advisor

Located on Main Street in Hilton Head Island, this team of financial professionals are dedicated to helping clients navigate through the intricate journey of retirement planning and wealth management.

Robert Wesley Long, Financial Advisor, the group's chief investment strategist, is actively engaged in developing The MayRiver Group’s portfolio framework. Since 1985, Robert has been a guiding force in financial services, with a particular knack for business development and portfolio management. He works with clients, often on the cusp of retirement or fresh from a significant liquidity event, helping them to navigate their newfound financial landscapes. Robert's passion for golf often finds him on the Dye, where he seeks to build lasting relationships with clients and colleagues alike.

Earl S. Cooler, Jr., Financial Advisor, affectionately known as Smittie, has nearly 30 years in the financial services industry. Smittie has become a dedicated financial advisor for those looking to prepare for their golden years. His journey began as a business owner before shifting into wealth management, a path that has allowed him to develop a keen understanding of how to craft strategies for pre- and post-exit owners. Beyond the office, Smittie is a pillar of the community, serving as Chairman of the Jasper County 250 Committee, a role that keeps him deeply connected to the region's rich history.

Alex Cooler, Financial Advisor, is the group's Financial Planning Specialist. He brings a fresh perspective with his background in investment and planning analysis. Holding the Certified Investment Management Analyst (CIMA®) designation, Alex is committed to helping to address his clients' financial aspirations are met with precision and care. Outside the office, he contributes to the community as a member of the Finance and Audit Committee for the Coastal Community Foundation.

The backbone of the MayRiver Group's client service is Kimberly Jettie, a Senior Client Service Associate with over 25 years of experience. Her journey from Southgate, Michigan, to Bluffton is marked by a steadfast commitment to client service. A volunteer member of Kiwanis, Kim's dedication to service extends beyond her professional life, enriching the community she calls home.

Together, the MayRiver Group is dedicated to community engagement and helping clients seek financial confidence on their journey towards their goals. As they continue to navigate the ever-evolving financial landscape, they remain committed to their goal of providing a collective approach with a personal touch.

(843) 689-7222
Kimberly.jettie@morganstanley.com
Advisor.morganstanley.com/the-mayriver-group
600 Main Street Hilton Head Island, SC 29926

The MayRiver Group are a team of Financial Advisor/Private Wealth Advisors with the Wealth Management division of Morgan Stanley in Hilton Head Island, SC. The views expressed herein are those of the author and may not necessarily reflect the views of Morgan Stanley Smith Barney LLC, Member SIPC https://www.sipc.org/. The team have engaged Stroll Magazine to feature this article. The team may only transact business in states where they are registered or excluded or exempted from registration http://brokercheck.finra.org/Search/Search.aspx. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the team is not registered or excluded or exempt from registration. The strategies and/or investments referenced may not be appropriate for all investors. 
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities.  The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor. 
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters. 
Morgan Stanley Smith Barney LLC.  Member SIPC. CRC 4853546 10/25