I had the opportunity to have lunch with Diane Pauly, who I believe is one of the sharpest investment minds in Jacksonville. As Senior Vice President, Wealth Management for The Jaffe Group at Morgan Stanley, she is a financial advisor to clients all over the U.S. With the market hitting new highs and coming off heightened volatility brought on by the pandemic, she counsels her clients without letting their emotions and headlines distract them from their long term goals. She stressed to me that using a combination of asset allocation, diversified investments, portfolio management and a customized strategy is the key to wealth accumulation while managing risks. She also emphasizes “staying the course” instead of trying to time the market. In her work, she develops personalized, intricately designed plans that navigate short term market uncertainty while keeping financial goals on track, giving her clients a sense of peace of mind with their investment strategy. While Diane travels extensively to meet with clients (during nonCOVID times), she can be contacted at diane.pauly@morganstanley.com or at (904) 632-0285. She is pictured here having “Lunch with Les.”
