Jennifer Faulkner
Senior Vice Presdient, Branch Manager | Milwaukee-Mequon
Phone:
(414) 226-3040(414) 226-3040
Morgan Stanley
Milwaukee Branch Office
You define success, we help you achieve it
411 E Wisconsin Ave
Suite 2200
Milwaukee, WI 53202
US
Branch:
(414) 226-3000(414) 226-3000
Toll-Free:
(800) 558-7505(800) 558-7505
Branch Manager
Jennifer A. FaulknerPhone:
(414) 226-3040(414) 226-3040
About Morgan Stanley Milwaukee Branch
Here at the Morgan Stanley Milwaukee Complex, we employ a client-first culture. As our advisors strive to earn the trust of individuals, families and institutions, we provide them with the resources and information they need to enhance and strengthen their client relationships. The Milwaukee Complex management team is committed to seeing each financial advisor succeed and continue to grow their business; we work as a team to ensure that they have the tools needed to provide the quality of service Morgan Stanley upholds as one of its core values. Our advisors go above and beyond for their clients and we are there to provide assistance every step of the way.
Our culture encourages collaboration and promotes a sense of camaraderie. We meet monthly to go over timely investor-driven and climate-oriented initiatives, share success stories and best practices, and see how we can keep improving the values of our complex. Our complex and financial advisors are constantly looking to adapt and grow and our collaborative culture enhances our ability to do just that. Our clients don’t just have one individual managing their finances; they have the entire Morgan Stanley Milwaukee Complex helping them to achieve financial success.
The Milwaukee Complex promotes diversity and inclusion in all roles. We support the local MKE Fellows organization, belong to the Local LGBTQ Chamber of Commerce and encourage diversity by continually participating in the Regional diversity summer internship program. The Complex also participates in the firm’s Global Volunteer Month by volunteering at Feeding America Eastern Wisconsin and Paul’s Pantry, supporting sponsorship efforts with the Salvation Army and Boys & Girls Club of Green Bay, and contributing to United Way throughout the year.
We look forward to working together.
Our culture encourages collaboration and promotes a sense of camaraderie. We meet monthly to go over timely investor-driven and climate-oriented initiatives, share success stories and best practices, and see how we can keep improving the values of our complex. Our complex and financial advisors are constantly looking to adapt and grow and our collaborative culture enhances our ability to do just that. Our clients don’t just have one individual managing their finances; they have the entire Morgan Stanley Milwaukee Complex helping them to achieve financial success.
The Milwaukee Complex promotes diversity and inclusion in all roles. We support the local MKE Fellows organization, belong to the Local LGBTQ Chamber of Commerce and encourage diversity by continually participating in the Regional diversity summer internship program. The Complex also participates in the firm’s Global Volunteer Month by volunteering at Feeding America Eastern Wisconsin and Paul’s Pantry, supporting sponsorship efforts with the Salvation Army and Boys & Girls Club of Green Bay, and contributing to United Way throughout the year.
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Milwaukee Branch
Laurie Dadian
Vice President, Risk Officer | Milwaukee-Mequon
Phone:
(414) 256-2302(414) 256-2302
Ryan McFarlin
Vice President, Business Service Officer
Phone:
(262) 523-8377(262) 523-8377
Elizabeth Menteur
Vice President, Private Banker
About Jennifer Faulkner
Sales leader looking to attract growth minded Financial Services individuals in the Milwaukee/Mequon area to the Morgan Stanley family.
Jennifer has over 30 years of Financial Service industry experience. She began her career in Canada trading financial and agricultural futures, and then became a Financial Advisor before moving to Chicago in 1999. She joined Morgan Stanley (formerly Smith Barney) that same year, and during her tenure, has held several leadership roles; Operations Manager, Control Administrator, Business Development Manager, Associate Complex Manager and is now the Branch Manager for the Milwaukee Sub-Complex, which consists of the Milwaukee and Mequon branch offices. Each role has provided her insight and perspective into the many aspects of Wealth Management.
Jennifer is active in her community and volunteers at various food pantry locations and is an active member of the local Women in Wealth chapter at Morgan Stanley.
Jennifer and her husband Charlie live in Grafton, Wisconsin with their Golden Retriever Guinness. Her interests include outdoor adventure activities such as canoeing, camping, and riding her Harley. She also enjoys tennis, trail running, and experimenting with new recipes. She is an avid equestrian, and competed for many years in show jumping, equitation, and hunter events.
Jennifer has over 30 years of Financial Service industry experience. She began her career in Canada trading financial and agricultural futures, and then became a Financial Advisor before moving to Chicago in 1999. She joined Morgan Stanley (formerly Smith Barney) that same year, and during her tenure, has held several leadership roles; Operations Manager, Control Administrator, Business Development Manager, Associate Complex Manager and is now the Branch Manager for the Milwaukee Sub-Complex, which consists of the Milwaukee and Mequon branch offices. Each role has provided her insight and perspective into the many aspects of Wealth Management.
Jennifer is active in her community and volunteers at various food pantry locations and is an active member of the local Women in Wealth chapter at Morgan Stanley.
Jennifer and her husband Charlie live in Grafton, Wisconsin with their Golden Retriever Guinness. Her interests include outdoor adventure activities such as canoeing, camping, and riding her Harley. She also enjoys tennis, trail running, and experimenting with new recipes. She is an avid equestrian, and competed for many years in show jumping, equitation, and hunter events.
Securities Agent: AR, ME, RI, TX, OH, DC, NJ, CA, SD, ND, WA, OK, CO, AK, VT, SC, NY, MS, NC, WY, KS, PR, AZ, MO, IN, WV, IA, NH, MD, VI, FL, PA, KY, NE, UT, TN, IL, WI, AL, HI, VA, MI, DE, NM, LA, GA, CT, MT, ID, NV, MN, OR, MA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Ryan McFarlin
Ryan started his journey at Morgan Stanley as the BSO for the Brookfield branch and most recently was the Associate Market Manager for the Wisconsin Market prior to his new role. Before joining Morgan Stanley, Ryan was a financial advisor at Edward Jones and Ironwood Drive Financial Group. Ryan grew up in Waukesha, Wisconsin and graduated from Waukesha South High School. He attended the University of Wisconsin-Madison where he graduated with a degree in Soil Science with an emphasis in turfgrass management. Prior to joining the financial services industry, he managed golf courses throughout the world. Having worked in New York, Thailand, Hong Kong and Arizona, his travels and experiences exposed him to many cultures and people. He moved back to Wisconsin to raise his family.
When Ryan is not at work, he likes to spend time with his wife, Alda, his children Aberdeen and Timothy and his high energy border collie, Percy. He likes to stay active by golfing, running, curling and woodworking. In the fall months, he can be seen at Camp Randall cheering on the Wisconsin Badgers.
When Ryan is not at work, he likes to spend time with his wife, Alda, his children Aberdeen and Timothy and his high energy border collie, Percy. He likes to stay active by golfing, running, curling and woodworking. In the fall months, he can be seen at Camp Randall cheering on the Wisconsin Badgers.
Securities Agent: VT, OH, WI, VI, UT, HI, OR, MD, MA, IL, GA, DE, AL, AK, WA, PR, NE, KS, IN, FL, CO, WV, TX, ME, IA, TN, SD, RI, OK, NY, NV, MS, PA, NM, MO, AZ, NH, MN, MI, LA, KY, CT, WY, ND, NC, MT, CA, AR, VA, SC, NJ, ID, DC; BM/Supervisor; General Securities Representative; Investment Advisor Representative
About Elizabeth Menteur
Elizabeth Menteur is a Private Banker serving Morgan Stanley Wealth Management offices in Wisconsin.
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.
Elizabeth began her career in financial services in 2013 and joined Morgan Stanley in 2017 as a Registered Support Professional. She was promoted to a Regional Client Engagement Associate in 2019. Before being promoted to Private Banker in 2023, Elizabeth joined the Private Banking Group as an Associate Private Banker in 2021.
Elizabeth is a graduate of Northeastern University, where she received a Bachelor of Science in Business Administration with a concentration in Finance and International Affairs and a Master of Business Administration with a concentration in Finance. She lives in Milwaukee, Wisconsin. Outside of the office, she volunteers with Invest in Girls and is a mentor and financial education coach for high school students. Elizabeth enjoys traveling, painting and gluten free baking.
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.
Elizabeth began her career in financial services in 2013 and joined Morgan Stanley in 2017 as a Registered Support Professional. She was promoted to a Regional Client Engagement Associate in 2019. Before being promoted to Private Banker in 2023, Elizabeth joined the Private Banking Group as an Associate Private Banker in 2021.
Elizabeth is a graduate of Northeastern University, where she received a Bachelor of Science in Business Administration with a concentration in Finance and International Affairs and a Master of Business Administration with a concentration in Finance. She lives in Milwaukee, Wisconsin. Outside of the office, she volunteers with Invest in Girls and is a mentor and financial education coach for high school students. Elizabeth enjoys traveling, painting and gluten free baking.
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Branch Address
411 E Wisconsin Ave
Suite 2200
Milwaukee, WI 53202
US
Branch:
(414) 226-3000(414) 226-3000
Toll-Free:
(800) 558-7505(800) 558-7505
Fax:
(414) 226-3081(414) 226-3081
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.
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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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.
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.
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.
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
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
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
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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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.
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.
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.
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
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
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