Jennifer Stewart, CFP®
My Mission Statement
My Story and Services
As a Certified Financial Planner™, Jennifer initiates the client relationships by determining what people are seeking from a Financial Advisor and who they are as human beings, not just investors. "Our business isn't just money and markets," she says. "It's about providing people with freedom and the confidence that they will be able to retire, send their kids to college or achieve other goals important to them and their families."
Jennifer takes pride in the depth and longevity of the client relationships she has developed over her long and rewarding career. She joined a Morgan Stanley predecessor firm in 1986 and built a successful practice serving her clients. .Always striving to enhance her knowledge, Jennifer earned not only her CFP®, but several prestigious Morgan Stanley designations, including Family Wealth Advisor and Workplace Advisor – Equity Compensation. She believes that the major reason why people have stayed with her or, for that matter, any Financial Advisor, is because they feel cared for and valued.
An LA native, Jennifer is an avid supporter of PETA and other organizations focused on compassion for animals. Jennifer and her 24 year old daughter Corinne are avid horse lovers and love spending time with their equine companions.
- Financial Planning
- Retirement Planning
- Estate Planning Strategies
- Alternative Investments
- Professional Portfolio Management
- Cash Management and Lending Products
- Life Insurance
- Long Term Care Insurance
- Philanthropic Management
- Endowments and Foundations
NMLS#: 1295709
CA Insurance License #: 0B68489
Financial Planning
Goals you set today will evolve over time. Our process is designed to evolve with them - and with the changing circumstances of your life. Holistic in its approach, our planning process will encompass all the elements of your financial and personal life, making sure they align with your current and future goals.
Leveraging a sophisticated suite of analytical tools, as well as decades of industry experience, our team can help you take charge of your financial future and achieve your goals.
CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.
Intelligent Withdrawal gives us the ability to look across multiple accounts and products to identify the right combination of securities and tax lots to sell so you can help meet spending needs while making the most out of your hard-earned money
We will manage your portfolio risk effectively with the Portfolio Risk Platform - Powered by Aladdin. This platform offers comprehensive risk estimation and reporting for various asset classes and security types, providing an overview and detailed view to enable effective monitoring and management.
Modern Wealth Tools
Morgan Stanley Online (MSO) has a variety of digital features that help you keep track of your finances. They include mobile check deposit, paying your bills online, sending money through Zelle®, and accessing current market data, research, company profiles and quotes.
It's hard to see the complete picture with only half of the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions in one location to give you and your financial advisor a full picture of your financial wealth and health.
Securely access your Morgan Stanley account–from virtually anywhere.
Digital Vault, available on Morgan Stanley Online and the Mobile App, allows you to build a centralized document library where files are stored using encryption.
Client Service Team
She is an integral part of the client experience and handles many aspects of day to day operations.
Location
Portfolio Insights
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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.
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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.
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*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
