Jennifer Knapp
Executive Director, Market Manager
Phone:
(707) 524-1000(707) 524-1000
Morgan Stanley
Santa Rosa Branch Office
You define success, we help you achieve it
3562 Round Barn Circle
1st Fl
Santa Rosa, CA 95403
US
Branch:
(707) 524-1000(707) 524-1000
Toll-Free:
(800) 752-5340(800) 752-5340
Branch Manager
Jennifer KnappPhone:
(707) 524-1000(707) 524-1000
About Morgan Stanley Santa Rosa Branch
Welcome to the Morgan Stanley Santa Rosa Branch. We are dedicated to serving accomplished individuals, families, and institutions who are focused on growing and protecting their wealth, optimizing tax strategies, and creating a legacy for future generations.
Morgan Stanley has developed a comprehensive Wealth Management ecosystem designed to support clients and corporations at nearly every stage of their financial journey. We work with you on Retirement Planning, Saving for College, Maintaining Cash Flow, and Long-term Care Insurance. Additionally, we offer expertise in both Traditional and Alternative Investments, Insurance Services, and Investing with Impact.
Our team of experienced Financial Advisors is committed to earning the trust of our clients by helping them achieve their financial goals. Backed by the firm, we provide your company, executives, and employees with customized solutions, including Legacy Planning, Succession Planning, Family Mission Statements, Next Generation Education, Lending Solutions, and Cash Management Solutions.
We encourage you to reach out to us to discuss how we can assist you. We are dedicated to understanding your goals, aspirations, and challenges as you plan for your future. Together, we will develop a strategy designed to maximize your opportunities and enhance your overall well-being. Your well-being is our top priority, and we are committed to always acting in your best interest.
Morgan Stanley has developed a comprehensive Wealth Management ecosystem designed to support clients and corporations at nearly every stage of their financial journey. We work with you on Retirement Planning, Saving for College, Maintaining Cash Flow, and Long-term Care Insurance. Additionally, we offer expertise in both Traditional and Alternative Investments, Insurance Services, and Investing with Impact.
Our team of experienced Financial Advisors is committed to earning the trust of our clients by helping them achieve their financial goals. Backed by the firm, we provide your company, executives, and employees with customized solutions, including Legacy Planning, Succession Planning, Family Mission Statements, Next Generation Education, Lending Solutions, and Cash Management Solutions.
We encourage you to reach out to us to discuss how we can assist you. We are dedicated to understanding your goals, aspirations, and challenges as you plan for your future. Together, we will develop a strategy designed to maximize your opportunities and enhance your overall well-being. Your well-being is our top priority, and we are committed to always acting in your best interest.
Services Provided
- Alternative InvestmentsFootnote1
- Cash Management SolutionsFootnote2
- Family Mission Statements
- Insurance ServicesFootnote3
- Investing with ImpactFootnote4
- Legacy PlanningFootnote5
- Lending SolutionsFootnote6
- Long-term Care InsuranceFootnote7
- Maintaining Cash Flow
- Next Generation EducationFootnote8
- Retirement PlanningFootnote9
- Saving for CollegeFootnote10
- Succession PlanningFootnote11
- Traditional Investments
Our Team at Morgan Stanley Santa Rosa Branch
Sara Cassidy
Vice President, Risk Officer
Amanda Mauer
Business Service Officer
Phone:
(707) 571-5770(707) 571-5770
Jocelyn Thornton
Branch Administrator
Phone:
(707) 571-5730(707) 571-5730
About Jennifer Knapp
Jennifer joined Morgan Stanley in 2002 and has more than 20 years of experience in the industry. She has held various management roles over the years including Complex Business Service Officer, Associate Complex Manager, Branch Manager and currently Market Manager, with responsibility for oversight in the Santa Rosa and Napa Branches. She has served on national councils for the Firm including the Complex Service Manager Advisory Council and the Associate Complex Manager Council. She earned her degree in Economics from the University of California San Diego. Jennifer resides in Santa Rosa with her husband and has a love for the outdoors. In her spare time she can be found on a trail running or mountain biking, traveling, and enjoying time with friends and family.
About Sara Cassidy
Sara joined Morgan Stanley in 2008 and has held a variety of roles with the Firm including Registered Client Service Associate, Business Service Officer and currently Risk Officer. She earned her degree in Business Administration from Humboldt State University. Sara resides in Petaluma with her husband and two children. In her spare time she can be found attending her children’s sporting events, traveling and enjoying time with friends and family.
About Amanda Mauer
Amanda began her career in Financial Services as an Executive Assistant at Morgan Stanley in 2002. After becoming fully licensed, she took a position as a Registered Client Service Associate, from which she was promoted to Portfolio Associate, where she spent many years dedicating herself to the service of Morgan Stanley’s valued clients. Amanda is currently the Business Service Officer in our Santa Rosa Branch where she oversees our Support Professionals. Amanda and her family reside in Windsor with their two beloved French Bulldogs. Outside of work, Amanda can be found camping with her family or enjoying the outdoors in an off-road vehicle.
About Jocelyn Thornton
Jocelyn joined Morgan Stanley in 2017 as a Client Service Associate. Continuing to grow her knowledge of the business, she assumed the role of Branch Administrator in 2021 and is responsible for providing overall administrative support for the Santa Rosa and Napa branches, including assisting the Branch Manager in connection with matters affecting both branch facilities and employees. Jocelyn earned a Bachelor’s Degree in Business Administration with a concentration in Financial Management from Sonoma State University. Born and raised in Fort Bragg, California, she now resides in Santa Rosa. In her free time she enjoys spending time with her family and friends.
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Branch Address
3562 Round Barn Circle
1st Fl
Santa Rosa, CA 95403
US
Branch:
(707) 524-1000(707) 524-1000
Toll-Free:
(800) 752-5340(800) 752-5340
1Alternative 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4The 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.
5Morgan 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.
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
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Tax 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.
9When 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.
10Tax 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.
11Morgan 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.
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 a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4The 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.
5Morgan 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.
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
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Tax 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.
9When 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.
10Tax 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.
11Morgan 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.
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 a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
CRC 4665150 (08/2025)