Jeanine J Burford
Senior Vice President,
Financial Advisor
Direct:
(805) 695-7109(805) 695-7109
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
For over 30 years Jeannie has helped clients effectively navigate their wealth so they can focus on the activities they most enjoy. Jeannie leverages her deep knowledge and experience to guide clients through life's milestones and moments. She strives to provide insightful advice as they build and manage their wealth and seek to pass that wealth to the next generation. Passionate about her work, Jeannie's priority is making a difference for her clients so they can live their lives to the fullest and make a meaningful difference in the futures of their loved ones and their communities.
Jeannie takes pride in providing her clients with exceptional service and personalized attention. She works with a diverse group of successful entrepreneurs, business owners, professionals, families, and individuals, including many women.
Jeannie began her career at Merrill Lynch in 1992 and had been with Wells Fargo Advisors since 1997 prior to joining Morgan Stanley in July of 2023. She is a focused, compassionate, high-energy advisor who deeply values her relationships and shared histories with clients. Jeannie joined Morgan Stanley in partnership with her husband, Jerrad Burford, himself with over 30 years’ experience in the financial industry, in the Morgan Stanley Montecito office.
Born and raised in Santa Barbara, Jeannie lives in Montecito. She and her husband, Jerrad, have two adult daughters and twin teen sons. As a family they believe in giving back to their community and are intentional in making service a family affair. They currently support the Santa Barbara Zoo, Lotusland, MAD Academy at Santa Barbara High School and the Museum of Natural History. Jeannie has held numerous local board positions, including National Charity League, Girls Inc., Safety Town and the Santa Barbara chapter of Boys Team Charity where she was a founding member. She and her family enjoy the beach, hiking and traveling.
Jeannie takes pride in providing her clients with exceptional service and personalized attention. She works with a diverse group of successful entrepreneurs, business owners, professionals, families, and individuals, including many women.
Jeannie began her career at Merrill Lynch in 1992 and had been with Wells Fargo Advisors since 1997 prior to joining Morgan Stanley in July of 2023. She is a focused, compassionate, high-energy advisor who deeply values her relationships and shared histories with clients. Jeannie joined Morgan Stanley in partnership with her husband, Jerrad Burford, himself with over 30 years’ experience in the financial industry, in the Morgan Stanley Montecito office.
Born and raised in Santa Barbara, Jeannie lives in Montecito. She and her husband, Jerrad, have two adult daughters and twin teen sons. As a family they believe in giving back to their community and are intentional in making service a family affair. They currently support the Santa Barbara Zoo, Lotusland, MAD Academy at Santa Barbara High School and the Museum of Natural History. Jeannie has held numerous local board positions, including National Charity League, Girls Inc., Safety Town and the Santa Barbara chapter of Boys Team Charity where she was a founding member. She and her family enjoy the beach, hiking and traveling.
Securities Agent: CO, NY, NH, FL, CA, AZ, MA, HI, TX, OR, MI, NV, AK, WA, VA, MO, IN, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 717107
NMLS#: 717107
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1111 Coast Village Rd
Montecito, CA 93108
US
Direct:
(805) 695-7109(805) 695-7109
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Jeanine J Burford today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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 legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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 legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
