Jennifer D Hartmann, CIMA®
Managing Director, Wealth Management,
Financial Advisor,
Senior Institutional Consultant,
Family Wealth Director,
Workplace Advisor – Equity Compensation
Direct:
(212) 603-6158(212) 603-6158
Toll-Free:
(800) 243-0211(800) 243-0211
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
MY STORY AND SERVICES
In a career spanning more than 27 years, Jennifer has advised individuals and institutions on asset allocation and investment manager selection, traded fixed-income securities, managed a branch office and helped high-net-worth clients create and implement comprehensive wealth management strategies.
Along the way, she has been recognized for her numerous contributions to investors: She has been named one of Forbes' Best-in-State Wealth Advisors in 2019-2023 and to the Forbes' list of America's Top 250 Women Advisors, every year since 2019, most recently in 2023.
From her New York City office, Jennifer manages a highly talented team of seasoned professionals who serve a broad spectrum of Pelican Bay Group clients, including executives, institutions and high-net-worth, multi-generational families. They get to know clients deeply, create customized client solutions, help solve complex problems and deliver a level of dedicated service every business day.
Jennifer also works closely with Morgan Stanley financial advisors who rely on The Pelican Bay Group for their investment management capabilities and strategic partnerships. She takes pride in the fact that her team maintains strategic relationships with more than 1,900 FAs across the country, as of April 2023.
Jennifer began her financial services career while still in college at the University of Pittsburgh. (She earned a B.A. degree in Economics at Pitt.) Within a few years after college graduation, Jennifer was managing a branch office for a Morgan Stanley predecessor firm in Pittsford, N.Y.
In the midst of building her career, Jennifer continued to pursue educational milestones. She holds an MBA from University of Massachusetts and the coveted Certified Investment Management Analyst® certification from The Wharton School at The University of Pennsylvania. A frequent speaker at industry conferences, Jennifer recently served on Morgan Stanley's Consulting Group Advisory Board, a position she held for eight consecutive years, where she also served as Co-Chairperson. In 2017, Jennifer was one of 17 women named a MAKER at Morgan Stanley. She is also a member of the Economics Club of New York. Jennifer resides in New York City and is the proud mother of a 10-year-old old son.
Education and Licensing:
- BA - Economics, 1992 University of Pittsburgh
- CIMA - Certified Investment Management Analyst
- MBA - 2011 UMass Amherst
- Series 3 - National Commodity Futures
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Series 7 - General Securities Representative
- Series 8 - General Securities Sales Supervisor
Associations:
- Co-Chair - Consulting Group Advisory Counsel at Morgan Stanley
- Member - Investment Management Consultants Association (IMCA)
- Member - Portfolio Management Institute Member - The Economic Club of New York
- Service Member - American Bankers Association
Honors:
- Director's Advisory Group - Smith Barney
- MAKERS Award Recipient 2017 - Morgan Stanley 2019-2023 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2019-2023). Data compiled by SHOOK Research LLC based 12-month time-period concluding in June of year prior to the issuance of the award. 2019-2023 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 2019-2023). Data compiled by SHOOK Research LLC based on 12-month time-period concluding in Sept of year prior to the issuance of the award.
Securities Agent: MT, NH, SD, VA, PA, WV, CT, GA, IL, MI, WY, WI, WA, VT, UT, TX, TN, SC, RI, PR, OR, OK, OH, NY, NV, NM, NJ, NE, ND, NC, MS, MO, MN, ME, MD, MA, LA, KY, KS, IN, ID, IA, HI, FL, DE, DC, CO, CA, AZ, AR, AL, AK, VI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1282404
NMLS#: 1282404
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Suite of Services
As Wealth Grows, so does its complexities and the resources needed to manage it effectively. We leverage our experience and relationships to deliver innovative strategies that are tailored to your needs. We look forward to speaking with you to understand your challenges, so we may map out a strategy to achieve your particular priorities and goals.
Wealth Management
Wealth Management brings all the dimensions of your life together. We listen carefully to understand the connection across your personal life, your family, your career and your legacy goals to develop a comprehensive strategy that is uniquely yours.
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Retirement Planning
One of our key areas of focus is helping you prepare for and thrive in retirement. From IRAs to RMDs, we manage the complexities of your comprehensive retirement plan assets, helping you easily transition to the next phase of your life with security and confidence.
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Professional Portfolio Management
Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes about investing with careful analysis of the financial markets. Working together, we create a customized strategy that applies long-held investment principles to help your assets appreciate appropriately or generate cash-flow or income as you require.
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Alternative Investments
Morgan Stanley's Global network affords us the ability to offer suitable clients a wide array of alternative investments to consider - from private equities and exchange funds to hedge funds and real estate investments. Our recommendations are based on your own goals and your tolerance for investment risk.
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Cash Management Services
Creating adequate cash flow and securing liquidity are the day-to-day aspects of implementing a financial strategy. We help you meet your personal cash management and borrowing needs, while thinking strategically about how specific approaches may affect current and long-term costs and taxes.
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Estate Planning & Philanthropic Strategies
Delivering an estate to the next generation or favorite charity requires more attention than families often realize. We coordinate with your estate and tax professionals to align your legacy goals with the appropriate asset tilting and beneficiary designation requirements, incorporating best practices to help enhance results.
Learn MoreRESOURCES FOR ULTRA-HIGH NET WORTH ESTATE PLANNING
Everyone with investable assets requires the fundamentals of wealth management – financial planning, an investment portfolio, and management of a personal balance sheet.
These are services we provide to every client, however; individuals and families with $10 million or more in assets (which we define as “ultra-high net worth”) have additional considerations, which are an important part of our service. See a handful of resources for these clients below.
These are services we provide to every client, however; individuals and families with $10 million or more in assets (which we define as “ultra-high net worth”) have additional considerations, which are an important part of our service. See a handful of resources for these clients below.
Our Estate Planning Toolkit
View our Estate Planning Toolkit to learn more about estate planning and how we can support you.
Read Here
Wealth Transfer Brochure
Learn more about Wealth Transfer Planning by viewing the Wealth Transfer Brochure below.
Learn More Here
Gifting the Estate Tax Exemption While Maintaining Access
The gift and estate tax exemption amount is $12.92 million in 2023. Many clients wish to use the exemption but are concerned with maintaining control of the funds and maintaining access should they need it.
Learn More Here
Spousal Lifetime Access Trusts (SLAT) Illustration
View the presentation below to learn more about Spousal Lifetime Access Trusts and how they may be useful for specific situations.
Learn More Here
Concentrated Position Toolkit
The concentrated position toolkit assists in curating and navigating an expansive suite of extensive resources to address concentrated positions.
Learn More Here
Helping Maximize Your Equity Compensation
Learn how executives can define a strategy that efficiently navigates the complexities of equity awards to help achieve their personal financial goals.
Learn More HerePlanning For Your Family Wealth Needs
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth clients across a broad range of family wealth management issues. Below are pertinent resources that illustrate Morgan Stanley Family Office Resources capabilities.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Family Office Resources (FOR) Overview
As your family grows and your wealth increases, you may face more subtle and profound wealth management issues. As the demands of your family grow and evolve, you will likely need professionals who have expanded capabilities.
Learn More Here
Philanthropy Management
Philanthropy Management supports individuals, families, corporate and private foundations, and nonprofit
organizations by offering a suite of services to help define and realize clients’ charitable missions.
Learn More Hereorganizations by offering a suite of services to help define and realize clients’ charitable missions.
Family Office Resources Generalists
The Family Office Resources (FOR) Generalists help clients and their Financial Advisors curate and navigate resources so clients can make complicated decisions confidently. A methodical and comprehensive process that incorporates and distinguishes among structural, behavioral and investment decisions leads to the creation of integrated, holistic and customized solutions.
Learn More Here
Estate Planning Strategies
Our experienced professionals are available to discuss various tax, trust and estate strategies with you
and your advisors, help facilitate the implementation of those strategies, and focus on the integration of your
investment plans. A key first step is to understand what trust, tax and estate structures and planning are in place and frame it pictorially in a trust map to understand how assets might flow from one generation to the next.
Learn More Hereand your advisors, help facilitate the implementation of those strategies, and focus on the integration of your
investment plans. A key first step is to understand what trust, tax and estate structures and planning are in place and frame it pictorially in a trust map to understand how assets might flow from one generation to the next.
Donor Advised Funds
While many individuals and families have a deep commitment to philanthropy, charitable giving is not limited to those with significant wealth. Donor advised funds (DAFs) are among the easiest and most tax-advantaged ways to give to charity for donors across the spectrum of wealth.
Learn More Here
Trust Services
Our trustee platform is “open architecture,” meaning that we provide you with access and ability to select an
appropriate third-party corporate trustee for your trust account. Trust Specialists, within Morgan Stanley,
analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals.
Learn More Hereappropriate third-party corporate trustee for your trust account. Trust Specialists, within Morgan Stanley,
analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals.
Awards and Recognitions
Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Barron's Top 250 Private Wealth Management Teams 2024
Source: Barron's.com (Awarded May 2024) Data compiled by Barron's based on time period from Jan 2023-Dec 2023.
Forbes Best-In-State Wealth Advisors 2024
Source: Forbes.com (awarded Apr 2024) data compiled by Shook Research LLC based on time period from 6/30/22 - 6/30/23.
Forbes Top Women Wealth Advisor Best in State 2022, 2023, 2024
2022, 2023, 2024 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 2022, 2023, 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Source: Forbes.com (Awarded 2022, 2023, 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisor 2021
2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com Awarded 2021. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Source: Forbes.com Awarded 2021. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes America's Top Women Advisors 2021
Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/19 - 9/30/20.
Top Wealth Advisor Mom by Working Mother Magazine and Shook research 2019, 2020, 2021
2019, 2020, 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2019, 2020, 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.
Source: Workingmother.com (Awarded October 2019, 2020, 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.
Morgan Stanley MAKER 2017
MAKERS is an initiative dedicated to celebrating the stories of leaders who are drivers and champions of women’s achievement.
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 603-6158(212) 603-6158
Toll-Free:
(800) 243-0211(800) 243-0211
Fax:
(212) 765-1057(212) 765-1057
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
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.
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
Article Image
Ready to start a conversation? Contact Jennifer D Hartmann today.
1Morgan 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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)
