My Story

Jennifer Dallas joined Morgan Stanley in 2002 in the Champaign, IL branch and currently works in the Barrington, IL office.  Prior to joining the firm, Jennifer entered the financial services industry in 1999 at Merrill Lynch in Oklahoma City, OK.  Jennifer graduated Summa Cum Laude from Oklahoma City University with a degree in Economics and was honored with the Meinders School of Business Outstanding Senior Woman Leadership Award.  Jennifer enjoys traveling, community involvement, cooking, following the Chicago Cubs and spending time with family and friends.  In her spare time, she helps her husband Mike with their family business, Scorched Earth Brewing Co.  Jennifer and Mike are originally from Marengo, IL and currently reside in Crystal Lake, IL with their children Emma and Jack.
Services Include
  • Wealth Consulting
  • Structured Products1
  • 401(k) Rollovers
  • Asset Management2
  • Financial Planning3
  • Municipal Bonds4
  • Planning for Education Funding5
  • Professional Portfolio Management6
  • Retirement Planning7
  • Sustainable Investing8
Securities Agent: TX, IL, WI, WA, TN, SC, RI, PA, OR, OH, NM, NH, NC, MT, MI, MD, MA, IN, GA, FL, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1295614
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

A sigh of relief.  That is my favorite thing to hear when I meet with clients because it means I’ve helped them achieve a level of comfort. They may feel more in control or better educated about the financial decisions they’re making. Or maybe they are more confident that they have the strategies in place to fund their retirement, pay for their children’s education, or just know they can weather a turbulent economy because they have an advisor who is looking out for them.

In fact, it’s that relationship that is the foundation of my business. By taking a strong interest in my clients, their families, and the values that are most important to them, we form relationships based on mutual trust that make difficult decisions a bit easier. Professionalism, respect, integrity and superior service are all core values and traits that clients will find in me as we work together.  Choosing a financial advisor is a serious and important decision that affects immediate family as well as generations to come.  I welcome your phone call and look forward to creating a meaningful working relationship.

    Education

    • Illinois Wesleyan University, 1997-1999
    • Oklahoma City University, 1999-2001, B.S. Economics, Graduated Summa Cum Laude
    • CERTIFIED FINANCIAL PLANNER, 2006
    • Leadership Greater McHenry County (LGMC) Class of 2016

    Client Service Team

    • Debra Hershberger - Senior Client Service Associate
      Debbie has been with Morgan Stanley since December of 2005 and she has been in the financial services industry for over 38 years, having worked at Merrill Lynch, AG Edwards and JC Bradford & Co. Although many of her roles have been operations related, Debbie enjoys working and interacting with clients to assist with their requests.  Debbies strong communications skills and her dedication to clients have helped her to develop close relationships with many clients.  I am thrilled to have her assistance and know you will enjoy working with her.  

      Debbie is happily married to her husband Jim who is an Engineer with Allstate.  She has two sons; Kyle, a Field Service Engineer with Waters Corp. and Colin, an Assistant Store Manager with Walgreens. Debbie enjoys spending time with her family and friends.  She loves her dog, Mia and they enjoy long walks together.  She loves to travel and going to the theatre.  She thoroughly enjoys sports and is an avid Yankee and UK Basketball fan.   

    Location

    760 W Main St
    Suite 200
    Barrington, IL 60010
    US
    Direct:
    (847) 842-1527(847) 842-1527
    Toll-Free:
    (877) 894-2270(877) 894-2270
    Fax:
    (847) 620-2595(847) 620-2595
    Investment and Market Perspectives

    On the Markets

    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
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    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
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    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
    A Parent's Guide to Talking to Your Kids About Money

    A Parent's Guide to Talking to Your Kids About Money

    Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    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
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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    Ready to start a conversation? Contact Jennifer Dallas today.
    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

    2Morgan 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.

    3Morgan 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.

    4Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

    5Morgan 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.

    6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    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.

    8The 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.

    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 suitable 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”) 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.


    CRC 2019752 10/2018