The Queen City Group at Morgan Stanley

Jerri is dedicated to serving the financial needs of individuals, families, and institutions, with a particular emphasis on empowering women and guiding foundations and endowments to help achieve their mission. Her comprehensive approach includes a thorough planning process, tailored investment strategies and a commitment to providing outstanding service.

Growing up in Cincinnati, Jerri learned first-hand the power of financial independence by watching her grandmother struggle with her own finances when her grandfather passed away suddenly. This inspired her to pursue a profession that would help individuals – specifically women – gain the confidence needed to make sound financial decisions. She set out to work in the financial industry where she could help make a significant impact on the quality of people’s lives.

Jerri began her career in 1984 at E.F. Hutton, a predecessor firm of Morgan Stanley, working directly for John and Cindy Coggins, the founding partners of The Queen City Group. She took on more and more client responsibility and in 1991, she became a Financial Advisor. In 1997 she joined a regional bank and spent almost 20 years helping Private Banking clients navigate the complexities of the various financial markets until she returned to Morgan Stanley in 2016.

A graduate of the University of Cincinnati with a B.A. in Marketing and Management, Jerri lives in Indian Hill with her husband and three children. An active volunteer with several sports clubs, Jerri also enjoys helping with the Indian Hill High School theatre program. Favorite leisure activities include walking on nearby horse trails, all forms of dance and spending time with her family at their lake house on Lake Lorelei.

Michael has dedicated his career to serving the specialized needs of financially successful individuals, multigenerational families and institutions in the Cincinnati area and across the country. His comprehensive approach includes a thorough planning process, strategic solutions and a commitment to providing tailored advice to accommodate each client’s unique circumstances. He joined The Queen City Group in 1996 and is proud to be a member of team that manages its investment practice similar to the way it approaches life: with faith, trust and a strong sense of family.

As a seasoned Financial Advisor on a well tenured team, Michael is a relationship manager for both institutional and high net worth clients. He provides oversight to the team’s investment policy review process and implements the strategies within the investment portfolios. He is also responsible for delivering forward thinking asset allocation advice, manager and strategy due diligence, and tailored investment recommendations for each client.

A graduate of the University of Michigan where he earned his B.A. in Economics, Michael has been committed to professional development throughout his career. This focus enables him to remain at the forefront of the most effective wealth management strategies. He is a member of the Investment Consultant Association and has earned the designation of Certified Investment Management Analyst^® (CIMA^®)* through the Wharton School at the University of Pennsylvania. Michael is also a CERTIFIED FINANCIAL PLANNER (CFP^®)** and Chartered Retirement Plan SpecialistSM (CRPS^®), two accreditations he achieved from the College for Financial Planning.

Growing up outside of Detroit, Michael now calls Mt. Lookout his home, where he lives with his wife, Krista, and their two children, Emerson and Maxwell. A former member of the Cincinnati Red Cross Finance Committee, Michael enjoys spending his free time teaching his children how to swim, recording music on his guitar and riding his road bike long distances.

*Certified Investment Management Analyst^® (CIMA^®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals.

**CFP^® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP^® professional gives confidence today and a more secure tomorrow.

Becky brings 20 years of industry experience to The Queen CityGroup at Morgan Stanley. In her role as an Institutional Consulting Analyst, she is dedicated to helping the team’s clients address their financial challenges by providing highly customized service and support.

Becky’s primary responsibilities include analyzing investment portfolio holdings and generating quarterly investment strategy reports. She also performs manager research and due diligence and plays a critical role in synthesizing data to develop customized proposals.

Upon earning her B.A. degree in Political Science from Wittenberg University in Springfield, OH, Becky began her financial services career at Smith Barney, a predecessor firm of Morgan Stanley, in 1999. She joined The Queen City Group in 2003 and has been a vital member of the team ever since. She holds her FINRA Series 7, 63 and 65 licenses.

Originally from Lynchburg, Becky currently lives in Cincinnati with her husband, David and their son. Outside of the office, she is a very active volunteer, supporting many organizations, including the Highland County Historical Society, Matthew 25 Ministries and her local church. Favorite leisure activities include kayaking and yoga.

Angela brings more than 20 years of industry experience to The Queen City Group at Morgan Stanley. In her role as an Institutional Consulting Associate, she works closely with institutions and high net worth families to handle all operational and maintenance activities.

While she spends most of her time working behind the scenes, Angela enjoys speaking with clients to address questions and identify appropriate solutions. In addition, she acts as a liaison to the group’s administrative and financial planning teams to ensure logistical coordination during implementation and beyond.

Angela studied Business at the University of Cincinnati, where she discovered her passion for analytics and the capital markets. She joined The Queen City Group at Morgan Stanley in 1997. She currently holds her Series 7 and 63 FINRA registrations.

A Cincinnati native, Angela and her husband, Scott, have two children. In her free time, she likes to bake, and also enjoys cheering on her children as they play their various sports, which gives her the opportunity to travel across the country.

Drawing on more than 20 years of industry experience, Crystal is often the first line of contact on a broad array of client services. A consummate professional, she is committed to providing each client with the highest level of personal service and integrity. Crystal has been a member of The Queen City Group since joining the team in 1997.

From the largest task to the smallest request, Crystal works diligently to exceed client expectations. Her responsibilities are essential to enabling the team to carry out its mission of helping families and institutions plan, invest and achieve their financial goals. She coordinates various operational and marketing activities, including opening new accounts, processing cash management requests, and planning seminar and client events. She also maintains the team’s website and social media presence.
Crystal attended both Eastern Kentucky University and Northern Kentucky University, where she earned a B.A. degree in Speech and Communications and a minor in History in 1995. Over the years, she has earned her Series 7, 63 and 65 FINRA registrations. Prior to joining Morgan Stanley, she worked in the mutual fund and brokerage division at Fidelity Investments.
A native Kentuckian, Crystal loves everything about her home state. Growing up in Edgewood, she now lives in Villa Hills, with her husband, Shane, the Senior Pastor of Ft. Mitchell Baptist Church, and their two children. Crystal is also involved in their church, serving as a children’s ministry leader. She is an active volunteer at her children’s schools and athletic and club events, as well as NKY Young Life, Capernaum and various NKY ministries.