Lauren Akers
Private Banker
Jim Linnehan, QPFC
Vice President,
Financial Advisor
Direct:
(609) 620-7127(609) 620-7127
Direct:
(609) 751-4618(609) 751-4618
My Mission Statement
Providing customized and objective based wealth planning strategies that aims to give my clients the confidence that they will be able to achieve their financial and personal goals.
My Story and Services
Jim Linnehan, a Vice President and Financial Advisor at Morgan Stanley, brings over three decades of working within the financial industry. Jim’s dedication to his clients extends to a wide range of financial services meticulously tailored to meet any individuals’ unique needs. Services include financial planning, fixed income, corporate retirement plans, estate planning strategies, cash management and lending products, and other essential financial needs.
Jim’s educational journey began with a Bachelor of Science in Economics from the University of Delaware in 1986. He further honed his skills with an MBA from New York University (NYU) in 1994 and post-graduate studies in Electrical Engineering at Columbia University in 1996. He also obtained the QPFC, Qualified Plan Financial Consultant designation, which signifies Jim’s knowledge and expertise in retirement plan consulting.
Having lived in the Princeton area for over 25 years Jim now calls Stockton, NJ home, where he offers tailored financial services to his clients since joining Morgan Stanley in 2020. Prior to joining Morgan Stanley, Jim was a VP, Investment Specialist at JPMorgan Chase from 2014 to 2020. He also worked as a Financial Advisor at Merrill Lynch from 2009 to 2014. Jim’s earlier career includes roles at AT&T Bell Labs, Montgomery Securities, Thomas Weisel Partners, Thomson Financial, Rapid Ratings; and board service with Recognia Inc, and the Pennington Montessori School.
Outside of the office, Jim is deeply committed to his community, serving as a board member of the Princeton Symphony Orchestra and The Sourlands Conservancy. In his leisure time, Jim showcases his musical talents as a drummer in a local band, contributing to the vibrant music scene in the Princeton area. Additionally, Jim finds enjoyment in the great outdoors, where he is always on the hunt for new hiking trails.
The commitment Jim has to his community allows him to build long lasting relationships and help families and businesses through challenging market conditions and guide them on the right financial path.
Jim’s educational journey began with a Bachelor of Science in Economics from the University of Delaware in 1986. He further honed his skills with an MBA from New York University (NYU) in 1994 and post-graduate studies in Electrical Engineering at Columbia University in 1996. He also obtained the QPFC, Qualified Plan Financial Consultant designation, which signifies Jim’s knowledge and expertise in retirement plan consulting.
Having lived in the Princeton area for over 25 years Jim now calls Stockton, NJ home, where he offers tailored financial services to his clients since joining Morgan Stanley in 2020. Prior to joining Morgan Stanley, Jim was a VP, Investment Specialist at JPMorgan Chase from 2014 to 2020. He also worked as a Financial Advisor at Merrill Lynch from 2009 to 2014. Jim’s earlier career includes roles at AT&T Bell Labs, Montgomery Securities, Thomas Weisel Partners, Thomson Financial, Rapid Ratings; and board service with Recognia Inc, and the Pennington Montessori School.
Outside of the office, Jim is deeply committed to his community, serving as a board member of the Princeton Symphony Orchestra and The Sourlands Conservancy. In his leisure time, Jim showcases his musical talents as a drummer in a local band, contributing to the vibrant music scene in the Princeton area. Additionally, Jim finds enjoyment in the great outdoors, where he is always on the hunt for new hiking trails.
The commitment Jim has to his community allows him to build long lasting relationships and help families and businesses through challenging market conditions and guide them on the right financial path.
Securities Agent: CO, ME, VA, NC, MA, MI, LA, DC, NY, DE, VT, NJ, AZ, GA, CA, WV, PA, AL, TX, SC, MD, CT, UT, NV, FL, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 579801
NMLS#: 579801
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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Learn more about Signature AccessResearch and Insights
I want to provide you with the most recent, timely and important information so you can feel informed and educated during these difficult times. I will be periodically updating these links in order to keep the most important information top of mind.
2024 in Review
As 2024 winds down, it’s time to reflect on some of the most important developments of 2024, and how they laid the groundwork for what’s to come in 2025. In this roundup, Morgan Stanley experts revisit their insights from earlier in the year and consider why investors found them illuminating, while noting what investors should have on their radar in the year ahead.
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Retirement in the Age of Aging
Learn why longevity and longer life spans may boost demand for retirement services and could fuel a revenue opportunity for wealth and asset managers.
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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
Client Service Team
Jennifer E. Caylo - Portfolio Associate
Phone:
(609) 620-7159(609) 620-7159
Email:jennifer.caylo@morganstanley.com
I am a Portfolio Associate with the Copper Beech Group, bringing over 20 years of experience in financial services. Prior to joining Morgan Stanley in 2014, I worked with Carolyn Sanderson in J.P. Morgan’s Private Bank for over 6 years where I discovered my passion for providing superior client service to high net worth individuals and their families. Prior to J.P. Morgan, I worked as an Equity Trader at Angelo, Gordon & Co. L.P., trading healthcare and utility stocks.
I work with my team to cultivate new and existing client relationships, providing dedicated operational, sales, and trade support. My duties include portfolio analysis, asset allocation, and trade execution. In addition, I have been a Complex Service Coach for the last 3 years training and mentoring new and existing Client Service Support Professionals.
One of Morgan Stanley’s Core Values – Giving Back -- truly resonates with our team. I have been a Girl Scout Parent Volunteer since 2008 and involved in many sport and school committees over the years. In 2018, I was Co-founder and President (12/2018-1/2021) of the Hightstown High School Rams Boys Basketball Parents Club, Inc., a NJ non-profit 501(c) 3 organization.
I love to travel, try new food, and play golf. I live in Hightstown, N.J. with my husband, Theo, two children, Justin & Alina, and our dog Lucy.
I work with my team to cultivate new and existing client relationships, providing dedicated operational, sales, and trade support. My duties include portfolio analysis, asset allocation, and trade execution. In addition, I have been a Complex Service Coach for the last 3 years training and mentoring new and existing Client Service Support Professionals.
One of Morgan Stanley’s Core Values – Giving Back -- truly resonates with our team. I have been a Girl Scout Parent Volunteer since 2008 and involved in many sport and school committees over the years. In 2018, I was Co-founder and President (12/2018-1/2021) of the Hightstown High School Rams Boys Basketball Parents Club, Inc., a NJ non-profit 501(c) 3 organization.
I love to travel, try new food, and play golf. I live in Hightstown, N.J. with my husband, Theo, two children, Justin & Alina, and our dog Lucy.
Elizabeth C. Dintino - Client Service Associate
Phone:
(609) 844-7922(609) 844-7922
Email:elizabeth.c.dintino@morganstanley.com
I am a Client Service Associate recently joining the Copper Beech Group. I have been in the Financial Industry for 20 years beginning at Smith Barney as a Receptionist while I attended Rider University. After the Smith Barney/Morgan Stanley merger in 2009, I took a position as Senior Service Associate in our Operations department where I worked for the past 10 years.
In joining the Copper Beach Group, I hope to bring my professionalism and hard work to help assist with money moving and account needs, as well as cultivate and grow existing and new client relationships. I look forward to getting to know you and your families and working with you well into the future.
In my spare time I like to travel, cook and spend time with family and friends. I currently reside in Hamilton, NJ with my husband, Brian, and our two children, Porter and Brielle.
In joining the Copper Beach Group, I hope to bring my professionalism and hard work to help assist with money moving and account needs, as well as cultivate and grow existing and new client relationships. I look forward to getting to know you and your families and working with you well into the future.
In my spare time I like to travel, cook and spend time with family and friends. I currently reside in Hamilton, NJ with my husband, Brian, and our two children, Porter and Brielle.
Location
1200 Lenox Dr.
Ste 300
Lawrenceville, NJ 08648
US
Direct:
(609) 620-7127(609) 620-7127
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Lauren Akers
Lauren Akers is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lauren began her career in financial services in 2011, and joined Morgan Stanley in 2013 as a Regional Transaction Manager for the Home Loans Division. Prior to joining the firm, she served as a Credit Analyst at PHH Mortgage.
Lauren is a graduate of Rider University, where she received a Bachelor of Science in Business Administration with a concentration in Finance. She and her family currently reside in Chesterfield, NJ. Outside of the office, Lauren dedicates her time to her family and a number of volunteer activities. Lauren also enjoys spending time with her 2 kitties, cooking, baking, reading, gardening, shopping. traveling and going to the beach. She remains active by exercising and participating in 5K runs.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lauren began her career in financial services in 2011, and joined Morgan Stanley in 2013 as a Regional Transaction Manager for the Home Loans Division. Prior to joining the firm, she served as a Credit Analyst at PHH Mortgage.
Lauren is a graduate of Rider University, where she received a Bachelor of Science in Business Administration with a concentration in Finance. She and her family currently reside in Chesterfield, NJ. Outside of the office, Lauren dedicates her time to her family and a number of volunteer activities. Lauren also enjoys spending time with her 2 kitties, cooking, baking, reading, gardening, shopping. traveling and going to the beach. She remains active by exercising and participating in 5K runs.
NMLS#: 1457897
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
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Are You Prepared for Tax Day?
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Financial Planning for Life After Selling a Business
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Donor Advised Funds: A Smart Way to Manage Your Giving
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Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
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- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Jim Linnehan today.
1Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
4Morgan 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 and other legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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
2Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
4Morgan 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 and other legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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)
