Jennifer Denning, CFP®
Financial Advisor,
Financial Planning Specialist,
Qualified Plan Financial Consultant,
CERTIFIED FINANCIAL PLANNER®
Direct:
(913) 402-5264(913) 402-5264
My Mission Statement
We aim to provide tailored, objective advice that is focused on doing what’s right for you. We listen to you as our friend and support you as our family.
My Story and Services
I am fortunate to be a member of the Plaza Group as a Financial Advisor. Working alongside two experienced professionals, Sheila Davis and Teri Salach, I have been able to learn so much about their practice and how they deliver exceptional service to their clients.
Prior to working for Morgan Stanley, I worked for several years at Deloitte, a major public accounting firm, as a Senior Auditor. I was able to earn my Certified Public Accounting (CPA, Currently non Practicing at Morgan Stanley) license after graduating with my master’s degree in accounting from the University of Kansas. Although my experience in accounting was both enjoyable and successful, there was one core piece missing in my professional life: the rewarding aspect of helping others. Becoming a financial advisor filled that missing piece and provided me the holistic career path I was truly searching for.
After joining Morgan Stanley, I received the title of Financial Planning Specialist which has been a tremendous value add for both myself and my clients. I am so excited to help you and your family and look forward to connecting with you!
You can now find more information about my team and me at our new team website below.
Check it out and I'll see you there!
Jen
Prior to working for Morgan Stanley, I worked for several years at Deloitte, a major public accounting firm, as a Senior Auditor. I was able to earn my Certified Public Accounting (CPA, Currently non Practicing at Morgan Stanley) license after graduating with my master’s degree in accounting from the University of Kansas. Although my experience in accounting was both enjoyable and successful, there was one core piece missing in my professional life: the rewarding aspect of helping others. Becoming a financial advisor filled that missing piece and provided me the holistic career path I was truly searching for.
After joining Morgan Stanley, I received the title of Financial Planning Specialist which has been a tremendous value add for both myself and my clients. I am so excited to help you and your family and look forward to connecting with you!
You can now find more information about my team and me at our new team website below.
Check it out and I'll see you there!
Jen
Securities Agent: NM, FL, WI, MS, MN, GA, DE, CA, AZ, AR, NV, SD, SC, OR, KS, OK, OH, VA, NY, CT, AL, WV, TX, MI, IL, WA, UT, NE, MO, ID, IA, VT, TN, PA, IN, CO, NC, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2309306
NMLS#: 2309306
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Plaza Group Website
To help service you, we have provided a link to our team website. Here you can learn more about who we are, how we work with clients, as well as some of what Morgan Stanley has to offer. Check it out using the link below and I will see you there!
Access HereOur Strengths
At the Plaza Group, we come to work every day focused on making a real difference in the lives of our clients and the people they care about. The following attributes underscore our commitment to an exceptional client experience.
We Treat You Like Family
We commit to building deep and caring relationships. We
do this by working with a select group of clients who
value our depth of knowledge in providing comprehensive
solutions that go well beyond investments. The bonds we
form are fundamental to our mission and it is our goal
that they span generations.
do this by working with a select group of clients who
value our depth of knowledge in providing comprehensive
solutions that go well beyond investments. The bonds we
form are fundamental to our mission and it is our goal
that they span generations.
Personalized Service
We take the time to get to know you personally, so we may
truly understand the challenges and circumstances
surrounding you and your family. This enables us to
create a plan that is customized to your situation and can
easily adapt to changes in your life and new priorities as
they change over time.
truly understand the challenges and circumstances
surrounding you and your family. This enables us to
create a plan that is customized to your situation and can
easily adapt to changes in your life and new priorities as
they change over time.
Extensive Experience
With significant experience working in different roles and
industries before turning our talents to financial services,
we believe the diversity of our backgrounds enables us to
deliver fresh ideas for today's complex world We leverage
our business acumen and analytical skills to identify
appropriate strategies for your specific circumstances.
Our priority is to be your first call for any financial matter
no matter how simple or complex the situation.
industries before turning our talents to financial services,
we believe the diversity of our backgrounds enables us to
deliver fresh ideas for today's complex world We leverage
our business acumen and analytical skills to identify
appropriate strategies for your specific circumstances.
Our priority is to be your first call for any financial matter
no matter how simple or complex the situation.
Knowledge and Understanding
We have a concentration of education and experience
that is rare in one group of advisors. Our industry
credentials include Certified Investment Management
Analyst and Certified Wealth Strategist® (Teri Salach) and
Certified Financial Planner TM® (Sheila Davis ). And with nearly 50 years of collective financial services experience, we believe we have gained the wisdom and skills needed to tackle the challenges of managing everything that life throws at you.
that is rare in one group of advisors. Our industry
credentials include Certified Investment Management
Analyst and Certified Wealth Strategist® (Teri Salach) and
Certified Financial Planner TM® (Sheila Davis ). And with nearly 50 years of collective financial services experience, we believe we have gained the wisdom and skills needed to tackle the challenges of managing everything that life throws at you.
Puzzle Solvers
What sets us apart from other advisory teams is our
astute puzzle-solving skills coupled with an impassioned
willingness to roll up our sleeves and identify innovative
strategies that are designed to help meet - and often
exceed - your objectives and expectations. We believe the
more uniquely successful you are, the more valuable we
are to you, and the more rewarding your overall experience will be.
astute puzzle-solving skills coupled with an impassioned
willingness to roll up our sleeves and identify innovative
strategies that are designed to help meet - and often
exceed - your objectives and expectations. We believe the
more uniquely successful you are, the more valuable we
are to you, and the more rewarding your overall experience will be.
Industry and Firm Recognition
We are grateful to work with an exceptional group of
clients. We take pride in guiding them in the
management of their finances so they can pursue their
life goals. For the work we do, we have been honored to
receive both firm and industry recognition. Teri Salach was named to the Forbes Top Women Wealth Advisors in 2019, 2020 and 2021. Sheila Davis has been a Five Star Wealth Manager recipient every year since 2017 and was named to Morgan Stanley's Pacesetter Club in 2013, 2015 and 2016.
2019-2021 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2019-2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2017-2021 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2017-2021) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
clients. We take pride in guiding them in the
management of their finances so they can pursue their
life goals. For the work we do, we have been honored to
receive both firm and industry recognition. Teri Salach was named to the Forbes Top Women Wealth Advisors in 2019, 2020 and 2021. Sheila Davis has been a Five Star Wealth Manager recipient every year since 2017 and was named to Morgan Stanley's Pacesetter Club in 2013, 2015 and 2016.
2019-2021 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2019-2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2017-2021 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2017-2021) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Insights and Information
We are proud to work at Morgan Stanley, a global leader in financial services with a long history of putting the needs of clients first. Like us, our firm focuses on making complex financial ideas more digestible, so you can fully understand the "why" behind each recommendation we make. The articles and links below provide in-depth analysis on interesting topics that may have an impact on your wealth not only now, but in the years ahead.
2024 Global Macroeconomic Outlook Central Banks Look for 'Just Right' on Rates
Morgan Stanley Research expects slowing global growth as central banks walk a fine line between inflation and recession.
Click Here to Learn More
Cybersecurity Checklist
In a world that is now more virtual than ever, staying safe
online is nothing short of paramount Take advantage of
these helpful hints on how to tell if you've been hacked.
Click here to learn how to mitigate the risksonline is nothing short of paramount Take advantage of
these helpful hints on how to tell if you've been hacked.
Morgan Stanley Online (MSO) Capabilities
When you sign up for MSO, you can conveniently and
securely manage your account online or on your mobile
device. You'll also have access to a wide range of digital
tools through this online platform.
Click here to learn more about MSOsecurely manage your account online or on your mobile
device. You'll also have access to a wide range of digital
tools through this online platform.
Morgan Stanley Reserved Offers
Reserved Living & Giving is a tiered complimentary
loyalty program that rewards Morgan Stanley's most
valued clients. The program is designed to enhance your
lifestyle and relationship with the firm beyond traditional
wealth management services.
View Offersloyalty program that rewards Morgan Stanley's most
valued clients. The program is designed to enhance your
lifestyle and relationship with the firm beyond traditional
wealth management services.
Thoughts On the Market
With perspectives on the forces shaping the market, Mike
Wilson, Chief Investment Officer and Chief US Equity
Strategist for Morgan Stanley, and his colleagues discuss
a variety of viewpoints regarding the latest trends in the
financial marketplace.
Click Here to ListenWilson, Chief Investment Officer and Chief US Equity
Strategist for Morgan Stanley, and his colleagues discuss
a variety of viewpoints regarding the latest trends in the
financial marketplace.
Impact Investing
If you are like many of our clients, you seek meaningful
ways to create positive change through the contributions
you make to important causes and organizations. You can
also carry forward this mission through the investments
you make. Often referred to as "Impact Investing," this
discipline focuses on aligning your financial goals
which are driven by economic fundamentals - with
impact goals - which are driven by personal values and
mission.
The 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.
Click here to learn more about sustainable investingways to create positive change through the contributions
you make to important causes and organizations. You can
also carry forward this mission through the investments
you make. Often referred to as "Impact Investing," this
discipline focuses on aligning your financial goals
which are driven by economic fundamentals - with
impact goals - which are driven by personal values and
mission.
The 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.
Our Advice Matters
Your retirement plan is more than just finding the right investing opportunities. It's also important to note that as your life and career evolve, so do your goals. When working together, we can help you answer critical financial questions and adapt your strategy to meet your needs as they change over time.
The Market Minute - Quarterly Financial Newsletter
Our self-made quarterly financial newsletter, "The Market Minute", provides important updates and upcoming changes as the year progresses.
Read Our Financial Newsletter Here
Legacies That Last
Legacy Planning has changed dramatically in the last
generation, and even more so in the last 10 years. Watch
the video below to hear from Morgan Stanley's Daniel
DiBiasio & David Bokman.
Watch Heregeneration, and even more so in the last 10 years. Watch
the video below to hear from Morgan Stanley's Daniel
DiBiasio & David Bokman.
Winning Plays for Saving While You're Young
Practicing sound saving habits can help provide you with the option to pursue more, experience more, and achieve more because you have the financial foundation and flexibility to do so. Even if you're planning for retirement by putting away a portion of your income every month, it's important to make sure that you're maximizing the potential future value of these retirement savings.
Check Out The Winning Plays To Save Smarter
The Millennial and Gen Z Guide to a Sweet Retirement
Millennials face unique challenges when it comes to saving for retirement, but with the right strategies, they can still achieve their financial goals. From starting early to balancing debt and savings, there are practical steps millennials can take to ensure a sweet retirement.
Click Here to Learn More
Secure 2.0: Updates Impacting Retirement
Capitol Hill plays a critical role in shaping the corporate landscape, but even to the trained observer it can be difficult to discern how new changes in retirement legislation may affect your business. How can you deliver more value to your employees through your benefits offerings when the rules of the road continue to shift?
Click Here To Learn More About SECURE 2.0
Options for Retirement Plans When Leaving a Job
If you opened and saved through a 401(k) plan at a former employer, you should pat yourself on the back for making a smart decision, even if you are no longer at that job or are planning to leave soon. But you may also be unsure about what to do with your 401(k) after leaving your job. Let’s discuss which option might be right for you.
Click Here To Learn MoreLocation
11161 Overbrook Rd.
Ste 225
Leawood, KS 66211
US
Direct:
(913) 402-5264(913) 402-5264
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
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
Article Image
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
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Jennifer Denning today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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)
