Jeanne Hanrahan, CRPC®
Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(516) 336-0844(516) 336-0844
Jeanne Hanrahan, CRPC®
Vice President,
Financial Advisor,
Senior Portfolio Manager
Direct:
(516) 683-3199(516) 683-3199
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
About Jeanne
Jeanne has over 30 years of experience in finance and enjoys working with individuals and families to help them build, preserve, and transfer wealth. She is a qualified Senior Portfolio Manager and has earned and maintains the designation of Chartered Retirement Planning Counselor.
Jeanne's practice focuses on building retirement income as well as wealth preservation and family specific wealth transfer strategies. Since financial decisions made today have multi-generational impact, she is committed to crafting plans that help families avoid financial mistakes. To that end, she also works closely with her clients' trusted family attorneys and tax advisors. In recent years she has constructed many portfolios focusing on Environmental, Social, and Governance (ESG) issues and Socially Responsible Investing (SRI).
After graduating with a BA in Philosophy from the University of Colorado, Jeanne attended graduate school at the University of San Francisco in California and Pace University in New York. She grew up in Oyster Bay, NY, has lived in San Francisco, Chicago, Denver, and Washington DC; and recently bought a home in Savannah, Georgia where she now resides with her partner, Alan Kudisch. She has two grown children - Georgia, a graduate of Fordham University who resides in Virginia and Thomas, a graduate of Manhattan College who resides in Charleston, SC.
Jeanne is an avid Bridge player and frequently travels throughout the US to compete in National Contract Bridge League tournaments. She also enjoys Ballroom dancing, Pickle-Ball and sailing and supports many charitable organizations focused on helping children, the homeless and the hungry.
Jeanne's practice focuses on building retirement income as well as wealth preservation and family specific wealth transfer strategies. Since financial decisions made today have multi-generational impact, she is committed to crafting plans that help families avoid financial mistakes. To that end, she also works closely with her clients' trusted family attorneys and tax advisors. In recent years she has constructed many portfolios focusing on Environmental, Social, and Governance (ESG) issues and Socially Responsible Investing (SRI).
After graduating with a BA in Philosophy from the University of Colorado, Jeanne attended graduate school at the University of San Francisco in California and Pace University in New York. She grew up in Oyster Bay, NY, has lived in San Francisco, Chicago, Denver, and Washington DC; and recently bought a home in Savannah, Georgia where she now resides with her partner, Alan Kudisch. She has two grown children - Georgia, a graduate of Fordham University who resides in Virginia and Thomas, a graduate of Manhattan College who resides in Charleston, SC.
Jeanne is an avid Bridge player and frequently travels throughout the US to compete in National Contract Bridge League tournaments. She also enjoys Ballroom dancing, Pickle-Ball and sailing and supports many charitable organizations focused on helping children, the homeless and the hungry.
Securities Agent: VA, NC, KS, IA, WI, TN, NJ, GA, CA, UT, WA, SD, NH, FL, DC, NM, MI, CT, OR, KY, TX, IL, MN, MD, PA, NY, MA, IN, DE, CO, AZ, SC, RI, OH, MO, VT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 579891
NMLS#: 579891
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Learn MoreLocation
1200 Franklin Avenue 2nd
Fl
Garden City, NY 11530
US
Direct:
(516) 683-3199(516) 683-3199
Meet My Team
Mona Katriyar
Registered Client Service Associate
Phone:
(516) 683-3197(516) 683-3197
Franca Maciag
First Vice President, Group Director, Financial Planning Associate
Phone:
(516) 683-3287(516) 683-3287
Teresa Labo
Registered Associate
Phone:
(516) 683-3196(516) 683-3196
Elisabetta Cesare
Registered Client Service Associate
Phone:
(516) 683-3198(516) 683-3198
About Jeanne Hanrahan
Jeanne has over 25 years of experience in finance and loves working with individuals and families to help them build, preserve and transfer wealth. She is a qualified Portfolio Manager, and has earned and maintains the designation of Chartered Retirement Planning Counselor.
Jeanne's practice focuses on building retirement income as well as wealth preservation and family specific wealth transfer strategies. Since financial decisions made today have multi-generational impact, she is committed to crafting plans that help families avoid financial mistakes. To that end, she also works closely with her clients' trusted family attorneys and tax advisors.
After graduating with a BA in Philosophy from the University of Colorado, Jeanne attended graduate school at the University of San Francisco in California and Pace University in New York. She grew up in Oyster Bay, NY, where she now resides with her partner, Alan Kudisch. She has two grown children - Georgia, a graduate of Fordham University who resides in Northern California and Thomas, a graduate of Manhattan College who resides in NYC.
Jeanne volunteers at the Nassau County Museum of Art and participates in the Longest Day, an annual Bridge Tournament that raises money for Alzheimers research. She is an avid Bridge player and frequently travels throughout the US to compete in National Contract Bridge League tournaments. She also enjoys Ballroom dancing and sailing.
Jeanne's practice focuses on building retirement income as well as wealth preservation and family specific wealth transfer strategies. Since financial decisions made today have multi-generational impact, she is committed to crafting plans that help families avoid financial mistakes. To that end, she also works closely with her clients' trusted family attorneys and tax advisors.
After graduating with a BA in Philosophy from the University of Colorado, Jeanne attended graduate school at the University of San Francisco in California and Pace University in New York. She grew up in Oyster Bay, NY, where she now resides with her partner, Alan Kudisch. She has two grown children - Georgia, a graduate of Fordham University who resides in Northern California and Thomas, a graduate of Manhattan College who resides in NYC.
Jeanne volunteers at the Nassau County Museum of Art and participates in the Longest Day, an annual Bridge Tournament that raises money for Alzheimers research. She is an avid Bridge player and frequently travels throughout the US to compete in National Contract Bridge League tournaments. She also enjoys Ballroom dancing and sailing.
Securities Agent: VA, NC, KS, IA, WI, TN, NJ, GA, CA, UT, WA, SD, NH, FL, DC, NM, MI, CT, OR, KY, TX, IL, MN, MD, PA, NY, MA, IN, DE, CO, AZ, SC, RI, OH, MO, VT; General Securities Representative; Investment Advisor Representative; Managed Futures
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Dana Jordan
Private Banker
About Dana Jordan
Dana Jordan is a Private Banker serving Morgan Stanley Wealth Management offices in New York.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Dana began her career in financial services in 2017 when she joined Morgan Stanley as a Lending Analyst in Private Banking Operations. She most recently returned to the firm in 2022. Prior to joining the firm, she was a Mortgage Professional at JP Morgan Private Bank.
Dana is a graduate of Loyola University Maryland, where she received a Bachelor of Business Administration in Finance. She lives in Long Island, New York. Outside of the office, Dana donates her time to the American Legion Auxiliary Unit 1006. She is a Senior Gold Medalist and USFSA (U.S. Figure Skating Association) member, and enjoys partaking in CrossFit.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Dana began her career in financial services in 2017 when she joined Morgan Stanley as a Lending Analyst in Private Banking Operations. She most recently returned to the firm in 2022. Prior to joining the firm, she was a Mortgage Professional at JP Morgan Private Bank.
Dana is a graduate of Loyola University Maryland, where she received a Bachelor of Business Administration in Finance. She lives in Long Island, New York. Outside of the office, Dana donates her time to the American Legion Auxiliary Unit 1006. She is a Senior Gold Medalist and USFSA (U.S. Figure Skating Association) member, and enjoys partaking in CrossFit.
NMLS#: 1974422
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Ready to start a conversation? Contact Jeanne Hanrahan today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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
CRC 6491812 (04/2024)
