Jenn Monahan McDonald
Financial Advisor
Direct:
(631) 851-5347(631) 851-5347
My Mission Statement
Meeting you at the intersection of preservation and growth:
Let's strategically plan your continued success.
Let's strategically plan your continued success.
My Story and Services
Jenn Monahan McDonald is a Financial Advisor and partner of The Horn Group. She has over a decade of experience in the field of finance and has been with Morgan Stanley since 2020.
Jenn is focused on helping families achieve meaningful transfers of values and wealth. She helps craft personalized financial plans that are flexible enough to adapt to life's unexpected challenges while potentially building enduring legacies that extend beyond the next generation. Her rare approach to tax-efficient investment planning stems from years of collaborating with her father, a seasoned entrepreneur and CPA (not practicing at Morgan Stanley). Within The Horn Group, Jenn is a bridge between seasoned investment management and the exceptional service provided by her partners, helping ensure clients benefit from the industry-leading resources of the firm.
Jenn’s journey in wealth management began over 15 years ago, in the aftermath of the Great Financial Crisis—a pivotal time that emphasized the importance of managing market risks. Her career as a regulatory and hedge fund professional in New York City, with roles at Barclays Wealth Management, the National Futures Association, and Alphadyne Asset Management, fueled her passion for client advocacy from within the financial industry.
In 2018, Jenn embraced an entrepreneurial opportunity by joining The Financial Gym, a women-led FinTech start-up, as one of its early-stage hires. Starting as a Level III Certified Financial Trainer, she coached hundreds of clients, helping them navigate their financial journeys. Her role soon expanded to spearheading corporate partnerships, promoting financial wellness and education on a broader scale.
Jenn is a graduate of St. Anthony’s High School in South Huntington, NY and obtained her B.B.A. in Finance from Loyola University Maryland. She completed the prestigious Financial Advisory Associate program at Morgan Stanley. Jenn holds Series 7 and 66 licenses as well as Life, Accident & Health Insurance licenses.
After a decade of living and working in Manhattan, Jenn returned to her Eastern Long Island roots, and currently resides with her husband Kevin on The Great South Bay. Between balancing competitive couples-pickleball with practicing yoga, Jenn proudly supports many local farms (both land & sea) and small businesses, to encourage an environmentally sustainable future for our Island.
Jenn is focused on helping families achieve meaningful transfers of values and wealth. She helps craft personalized financial plans that are flexible enough to adapt to life's unexpected challenges while potentially building enduring legacies that extend beyond the next generation. Her rare approach to tax-efficient investment planning stems from years of collaborating with her father, a seasoned entrepreneur and CPA (not practicing at Morgan Stanley). Within The Horn Group, Jenn is a bridge between seasoned investment management and the exceptional service provided by her partners, helping ensure clients benefit from the industry-leading resources of the firm.
Jenn’s journey in wealth management began over 15 years ago, in the aftermath of the Great Financial Crisis—a pivotal time that emphasized the importance of managing market risks. Her career as a regulatory and hedge fund professional in New York City, with roles at Barclays Wealth Management, the National Futures Association, and Alphadyne Asset Management, fueled her passion for client advocacy from within the financial industry.
In 2018, Jenn embraced an entrepreneurial opportunity by joining The Financial Gym, a women-led FinTech start-up, as one of its early-stage hires. Starting as a Level III Certified Financial Trainer, she coached hundreds of clients, helping them navigate their financial journeys. Her role soon expanded to spearheading corporate partnerships, promoting financial wellness and education on a broader scale.
Jenn is a graduate of St. Anthony’s High School in South Huntington, NY and obtained her B.B.A. in Finance from Loyola University Maryland. She completed the prestigious Financial Advisory Associate program at Morgan Stanley. Jenn holds Series 7 and 66 licenses as well as Life, Accident & Health Insurance licenses.
After a decade of living and working in Manhattan, Jenn returned to her Eastern Long Island roots, and currently resides with her husband Kevin on The Great South Bay. Between balancing competitive couples-pickleball with practicing yoga, Jenn proudly supports many local farms (both land & sea) and small businesses, to encourage an environmentally sustainable future for our Island.
Securities Agent: WA, WI, WV, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 2067824
NMLS#: 2067824
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Morgan Stanley Online Mobile App and Online Wealth Management
Access Your Morgan Stanley Account Anytime, Anywhere. See Your Investment Account Balances, Stay on Top of Market Data, Access Research & More.
Register today
Total Wealth View
With Total Wealth View you can link your non-Morgan Stanley accounts to see your complete financial picture and analyze your assets all in one place.
Learn more about Total Wealth View
E-Authorization
With E-Authorization, you no longer need to sign a paper letter of Authorization (LOA) to authorize a wire transfer request.
To sign up for E-Authorization log into MSO
E-Sign
E-Sign is a digital, paperless alternative to the traditional means of obtaining signatures from clients on paperwork. There is no registration process for you to begin using E-Sign all you need is a valid email address and phone number.
Learn How to Sign Up
Goals Planning System (GPS)
GPS helps clients define what they want out of life, and then creates a financial framework to bring these goals to life.
Learn More about GPS
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption.
Get Started with The Digital VaultUpcoming Firm Events
We hope you will join us for this upcoming event.
U.S. Policy Pulse: Trump 2.0 and the Markets
DATE: February 25, 2025 at 4:15 p.m. ETJoin Morgan Stanley Wealth Management Chief Investment Officer, Lisa Shalett, on Tuesday, February 25, for a conversation with Chief Economic Strategist and Global Head of Thematic and Macro Investing, Ellen Zentner, and Head of U.S. Public Policy, Monica Guerra, on the top policy and regulatory actions that could impact investors in the months ahead.
CRC4192005 02/2025
Online
Women and Wealth
Today, women drive 70-80% of all consumer purchasing, through a combination of buying power and influence. Therefore, developing your financial savvy is the first step in helping ensure that you achieve the financial future that you envision.
Click Here To learn More
Opportunities for Women in Finance
Female in finance are the most likely to describe themselves as primary decision makers, but surprisingly, so too do 66% of inheritors and 43% of women whose spouse created their household wealth. Women are, in short, economic powerhouses. They are not just influencing wealth, but determining how their assets are allocated.
Click Here to learn More
Kickstarting your Career
Stepping out of the workforce can be a big decision, and coming back after time away can feel intimidating. Here are some ways you can boost your confidence and knowledge around returning to work..
Kickstart Your Career!
Insights from Women in Finance and Tech
Morgan Stanley leaders shared career insights and personal advice at our virtual Women in Finance and Technology panel with the Girl Scouts.
Click Here to Learn MoreLocation
888 Veterans Memorial Hwy
Ste 300
Hauppauge, NY 11788
US
Direct:
(631) 851-5347(631) 851-5347
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?
Article Image
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
Ready to start a conversation? Contact Jenn Monahan McDonald 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)
