Lauren Jackson
My Mission Statement
My Story and Services
After earning my degree in Finance from Texas Tech University, I chose to build my career at Morgan Stanley and work alongside my father. I am proud to help continue the standard of service he has established while developing an advisory practice that reflects my own strengths, perspective, and commitment to clients.
My goal is to build relationships not only with the individuals making financial decisions today, but also with spouses, children, and family members who may become responsible for those decisions in the future. By encouraging communication across generations, I seek to help families create continuity around their wealth, values, and long-term plans.
I am especially passionate about helping women become more engaged in their financial lives, supporting young professionals as they begin building wealth, and working with families during periods of growth and transition.
For me, continuing a legacy does not mean simply repeating what came before. It means preserving the values that matter the most: trust, service, and personal relationships.
Outside the office, I enjoy cheering on the Texas Tech Red Raiders, teaching dance lessons, and spoiling my two dogs. I also enjoy supporting my cousins at their rodeos, showing up for the people who matter most to me, and being a proud aunt to my nephew. I value being part of the Enid community and appreciate the opportunity to build lasting relationships with individuals and families throughout Northwest Oklahoma.
NMLS#: 2851370
A Personal Process, Built Around You
My role begins with listening. Before discussing investments or recommendations, I want to understand your life, the people who depend on you, the opportunities you are pursuing, and the concerns that may be keeping you from moving forward.
Discover
We begin with a conversation about your current situation, values, goals, responsibilities, and questions. This is also an opportunity for you to understand how I work and determine whether the relationship is a good fit.
Organize
We gather and organize relevant financial information to develop a more complete picture of your assets, liabilities, income, benefits, insurance coverage, and existing strategies.
Design
Using what we have learned, we develop a personalized strategy that prioritizes your objectives and considers your time horizon, liquidity needs, and risk tolerance.
Implement
Once you understand and are comfortable with the recommendations, we help put the agreed-upon strategy into action and coordinate with other professionals when appropriate.
Review and Evolve
Financial planning is not a one-time event. We establish an ongoing communication schedule, monitor progress, and revisit the strategy as your life, financial circumstances, and priorities change.
Communication Philosophy
I believe clients should understand the reasoning behind their financial strategy. I strive to explain recommendations in clear language, provide opportunities for questions, and communicate proactively—not only when markets are changing.
What Clients Can Expect
- A relationship centered on listening
- Clear and accessible communication
- Personalized planning rather than a one-size-fits-all approach
- Regular reviews based on your needs
- Coordination with your other professional advisors
- Resources to help family members become more financially informed
- Access to Morgan Stanley's approved digital capabilities
My Clients
Some clients are preserving wealth created over decades. Others are in the early stages of building their financial future. Many are navigating a transition that has made their financial decisions more complex or more urgent.
Although every relationship is different, my clients generally share a desire for thoughtful guidance, clear communication, and a long-term relationship with an advisor who understands the people and priorities behind their wealth.
Families
Every family has its own story, responsibilities, and vision for the future. I help families bring greater organization and clarity to their financial lives by connecting their resources with the people and priorities that matter most.
Women
Women may encounter important financial decisions throughout their lives—from building a career and raising a family to managing an inheritance, caring for loved ones, navigating a transition, or preparing for retirement.
Farmers and Ranchers
For farmers and ranchers, the land often represents far more than a business. It may reflect generations of hard work, family history, personal identity, and a legacy intended for the future.
Investment Insights From Our Desk To Yours
At Morgan Stanley, we provide clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The content below offer insight into the modern market and economic landscape.
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Short, thoughtful takes on recent events in the markets, every weekday from a variety of perspectives within Morgan Stanley.
Each year, the tax bill highlights how significantly taxes can impact your journey toward your financial goals — and highlights the value of integrating tax-efficient strategies into your investment process. You can begin planning with the updated 2026 tax tables.
Visit Morgan Stanley Wealth Management's virtual events hub to register for upcoming live programs and watch on-demand replays. Hear timely perspectives from Morgan Stanley thought leaders on the market, economic, and financial planning themes shaping today's conversations.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
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5Alternative 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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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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