Our Team at Morgan Stanley Kenwood Branch

About Jenee Allen

Jenee Allen is a Business Service Officer on the Ohio Valley Complex Management Team at Morgan Stanley. With 28 years of financial services experience, she plays a vital leadership role across branch operations, helping shape the service culture and supporting both advisor and client success.

A graduate of Kettering University (formerly GMI Engineering & Management Institute), Jenee went on to earn an associate degree in Paralegal Studies from Mount St. Joseph University before starting her financial services career in 1997 with Fidelity Investments. In 2004, she moved to Ultimus Fund Solutions, where she led teams, managed account services, and enforced compliance protocols. Afterward, Jenee spent several years leading operational teams as a Branch Support Associate Manager at Wells Fargo before joining Morgan Stanley in 2025.

In her current role, Jenee applies her wealth of experience in branch management, operations, and team development to help oversee day-to-day operations, enhance efficiency, and ensure adherence to regulatory standards. Working closely with branch leadership, she facilitates training, communication, and execution across service initiatives while mentoring team members and promoting a high-performance culture. A detail-oriented and conscientious leader, Jenee navigates complex operational environments with strategic leadership and hands-on support. She has earned numerous industry licenses and credentials, including the FINRA Series 4, 7, 9, 10, 63, 66, and SIE, as well as a Certification in Accounting from Cincinnati State Technical and Community College.

Outside of work, Jenee enjoys spending time with family and friends, playing cards, and going bowling. She brings the same energy and focus to her personal life that she does to her professional one — building strong relationships, leading with integrity, and always striving to support others.

About Madeline Grosse

Madeline Grosse is the Branch Administrator at Morgan Stanley’s Kenwood Branch in Cincinnati, where she supports her colleagues by ensuring they have the tools and resources necessary to thrive.

A graduate of the University of Cincinnati with a degree in Economics, Madeline joined Morgan Stanley shortly after graduation. Continuously striving to grow, she is currently pursuing her Series 66 license, with plans to earn her Series 9 and 10 in the near future.

Madeline wears many hats in her role at the Kenwood Office — from managing day-to-day office operations and onboarding new team members to organizing employee and client events, providing IT support, and assisting with the branch’s budgeting efforts. As the head of both the Social and Charitable Committees, she also plays a key role in fostering a collaborative, positive office culture. She thrives on making sure her colleagues have what they need to succeed, so that they can stay focused on providing an even more seamless service to their clients.

Outside of work, Madeline is actively involved in her community and regularly volunteers her time. She also has a passion for baking and cooking, a skill she honed during her time as a professional baker. In her free time, Madeline enjoys traveling, playing frisbee golf, and exploring the countryside with her longtime boyfriend, Kevin.

About Briner Ellis

Briner Ellis is an Assistant Vice President and Risk Officer at Morgan Stanley's Ohio Valley Complex. With two decades of experience in the financial industry, Briner plays a vital role in ensuring that all branch operations adhere to the firms high standards of compliance and regulatory requirements.

His responsibilities include supervising account activity, monitoring trading practices, and ensuring all employees maintain the necessary licensure and registration. Briner is committed to training employees on the ever-evolving regulatory landscape and firm initiatives, seeking to ensure that compliance with state and federal regulations is integrated into everyday practices. His work helps safeguard clients' assets and ensures the branch operates with the utmost integrity.

A graduate of Ball State University, Briner spent over 16 years at a well-respected regional financial services firm, where he gained extensive experience in annuities and securities suitability review. After building a strong foundation in navigating complex regulatory environments, he joined Morgan Stanley in 2021, bringing with him a hands-on approach to helping teams meet firm and regulatory requirements and help protect clients' assets.

Outside of the office, Briner is active in the Greater Cincinnati Ball State Alumni Association and enjoys immersing himself in Cincinnati's dynamic restaurant scene. An outdoor enthusiast, he can often be found hiking, camping, or working on home improvement projects when he’s not exploring the city.

About Steve Meihaus

Steve Meihaus is an Assistant Vice President and Risk Officer for Morgan Stanley's Wealth Management offices in Kenwood and Downtown Cincinnati. Since joining Morgan Stanley in 2022, Steve has leveraged his deep experience in managed account risk and trading supervision to help financial advisors and support teams navigate complex regulatory landscapes and ensure clients' assets are well-protected.

A graduate of Thomas More University (B.B.A. & M.B.A), Steve has spent nearly a decade focused on risk management and operational oversight. Before joining Morgan Stanley, he developed expertise in managing account risks and supervising high-stakes trading operations at Fidelity. His hands-on approach and attention to detail have been key to ensuring compliance with firm policies and industry regulations.

As a proud U.S. Army Veteran, Steve attributes his disciplined, mission-driven work ethic to his military service. His leadership experience in the Army ingrained in him a strong sense of responsibility, which he now applies to his role at Morgan Stanley. Steve ensures his team is always audit-ready and compliant, working proactively to maintain the highest standards. He collaborates closely with financial advisors and employees to foster a deep understanding of risk management strategies, simplifying the complexities of the regulatory landscape and making it easier to navigate.

Outside of work, Steve enjoys spending time with his family in Hebron, KY, where he resides with his wife Hannah and their kids, Camryn and Henry. A fan of both travel and home improvement, Steve spends his free time either exploring new places with his family or working on projects around the house.

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Cincinnati, OH 45236
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1When 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.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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7Morgan 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.

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8Morgan 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.

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9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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10Morgan 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

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11Morgan 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

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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Awards Disclosures
CRC 6491812 04/2024