Daniel Tedesco, CFP®, CRPS®
Senior Vice President, Wealth Advisor, Portfolio Manager, Alternative Investments Director, Financial Planning Specialist
Phone:
(615) 298-6511(615) 298-6511
Thirteen Mile Wealth Management Group at Morgan Stanley
Direct:
(212) 903-7766(212) 903-7766
Toll-Free:
(800) 733-4793(800) 733-4793
Our Mission Statement
Empowering clients from coast-to-coast to help build their wealth, gain financial freedom and preserve their legacy, while embracing the highest standard of excellence, professionalism, and integrity.
Our Story and Services
Thirteen Mile Wealth Management Group at Morgan Stanley is a legacy team comprised of talented and experienced individuals, including a Fixed Income specialist and five CERTIFIED FINANCIAL PLANNER™ professionals, dedicated to building strong client relationships based on personalized service. We view ourselves as your allies and we value your trust.
We aim to build long-term, intergenerational relationships with our clients and their families. We believe that insightful wealth management is about more than dollars and cents – it also means gaining the freedom to choose openly at any stage of life, and leaving a lasting legacy for the people and causes that matter most to you.
Let's begin the conversation today about the ideas, strategies and solutions that can lead to your personal vision of financial freedom.
We aim to build long-term, intergenerational relationships with our clients and their families. We believe that insightful wealth management is about more than dollars and cents – it also means gaining the freedom to choose openly at any stage of life, and leaving a lasting legacy for the people and causes that matter most to you.
Let's begin the conversation today about the ideas, strategies and solutions that can lead to your personal vision of financial freedom.
Services Include
- Alternative InvestmentsFootnote1
- Professional Portfolio ManagementFootnote2
- Financial PlanningFootnote3
- Corporate Retirement PlansFootnote4
- Estate Planning StrategiesFootnote5
- Corporate Trust Services
- Business Succession PlanningFootnote6
- Executive Financial ServicesFootnote7
- Endowments and FoundationsFootnote8
- Donor Advised Funds
- Philanthropic Services
- AnnuitiesFootnote9
- Life InsuranceFootnote10
- Long Term Care InsuranceFootnote11
- Cash Management and Lending ProductsFootnote12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Awards & Accolades
Our team continues to strive for new heights and achievements. Below you can see some of the awards we have been able to achieve over the years and our most recent accolades.
Daniel Tedesco, CFP® and Dennis Madden, CIMA® CFP® CMT® named to 2024 Forbes Best-in-State Wealth Advisors
Source: Forbes. (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23)
2023-2025 Forbes America's Best-In-State Wealth Management Teams (NYC-Private Wealth)
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Dennis Madden, CIMA® CFP® CMT® named to 2019 Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
Dennis Madden, CIMA® CFP® CMT® named to 2018 Forbes Top 1,000 Next-Gen Wealth Advisors
(formerly referred to as Forbes Top 1,000 Next-Gen Wealth Advisors)
Source: Forbes.com (Awarded Jul 2018) Data compiled by SHOOK Research LLC based on time period from 3/31/17 - 3/31/18.
Source: Forbes.com (Awarded Jul 2018) Data compiled by SHOOK Research LLC based on time period from 3/31/17 - 3/31/18.
Natassya Tossany named to Pacesetter’s Club at Morgan Stanley Wealth Management (2022 & 2023)
Pacesetter's Club is a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first-class client service. Pacesetter's Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Pacesetter's Club membership is no guarantee of future performance.
Working With You
Comprehensive financial planning is at the core of all of our relationships, and we begin every relationship with a conversation. We talk about your aspirations, and encourage you to ask questions about issues that matter most to you. Our mission is to understand you and your priorities; to take the time, to ask the hard questions, to listen carefully, and to understand in great detail.
Our team of innovative thinkers takes a disciplined, thoughtful, and highly-dynamic approach to your financial needs. Working together with your other trusted professionals, we develop strategies designed to help address your concerns and pursue your goals.
Our team of innovative thinkers takes a disciplined, thoughtful, and highly-dynamic approach to your financial needs. Working together with your other trusted professionals, we develop strategies designed to help address your concerns and pursue your goals.
Wealth Analytics & Solutions
— Asset Allocation Planning
— Custom Fixed Income Portfolios
— Managed Equity Portfolios
— Custom Fixed Income Portfolios
— Managed Equity Portfolios
Wealth Management
— Financial / Retirement Planning
— Strategic Estate Planning
— Trust Services
— Insurance Solutions
— Strategic Estate Planning
— Trust Services
— Insurance Solutions
Alternative Investments
— Hedge Funds
— Private Equity / Credit
— Managed Futures
— Private Equity / Credit
— Managed Futures
Structured Investments
— Levered / Hedged Performance
— Yield Enhancement
— Yield Enhancement
Cash Management & Banking
— Securities Based Loans
— Tailored Lending
— Home Loan Solutions
— Tailored Lending
— Home Loan Solutions
Corporate Retirement Plans
— 401(k) / 403(b)
— Profit Sharing
— Defined Benefit
— SIMPLE IRA
— SEP IRA
— Profit Sharing
— Defined Benefit
— SIMPLE IRA
— SEP IRA
Family Office Resources
— Lifestyle Advisory
— Family Governance & Legacy
— Succession Planning
— Wealth Education
— Tangible Asset Management
— Financial Administration
— Personal Enrichment
— Family Governance & Legacy
— Succession Planning
— Wealth Education
— Tangible Asset Management
— Financial Administration
— Personal Enrichment
Philanthropy Management
— Donor Advised Funds
— Endowments and Foundations
— Endowments and Foundations
Investment Banking
— Mergers & Acquisitions (Buyside / Sellside)
— Capital Raise (Equity / Debt)
— Restructuring / Strategic Advisory
— Private Secondaries
— ESOP
— Capital Raise (Equity / Debt)
— Restructuring / Strategic Advisory
— Private Secondaries
— ESOP
Giving Back
At Morgan Stanley, Giving Back is an integral part of our culture, and supporting the communities in which we live and work in is always a priority. Our goal is to inspire and transform our clients while helping them do the same for their communities.
Habitat for Humanity - Brush with Kindness
Dennis Madden volunteered with Habitat for Humanity at Glenwood Senior Center in Brooklyn, NY where he repaired walls and painted murals to revitalize community spaces.
(June 7, 2019)
(June 7, 2019)
Until there is a cure, there is Camp!
Daniel Tedesco, Dennis Madden, Natassya Tossany & Ryan Rielly ran in the BCS Marathon in College Station, Texas to raise funds in support of Camp Kesem, a nationwide community of over 4,500 passionate collegiate student-leaders, that supports children through and beyond the experience of a having a parent diagnosed with cancer.
Kesem (which mean “magic” in Hebrew) is the largest national organization dedicated to this often overlooked population. Their primary programming, Camp Kesem, provides free summer camp so that there are no financial barriers to their support. In the summer of 2018, nearly 9,000 children attended summer camp during 125 week-long sessions of Camp Kesem held across 44 states. Camp Kesem provides a safe and supportive atmosphere, where children befriend peers who can relate to their unique situation, and gain the strategies and confidence needed to cope with their parent’s illness or death. At the same time, college students develop critical leadership skills as they create, manage, fundraise and run every aspect of their local chapter.
The Team ran in honor of everyone who has been touched by this devastating illness.
(December 8, 2019)
Kesem (which mean “magic” in Hebrew) is the largest national organization dedicated to this often overlooked population. Their primary programming, Camp Kesem, provides free summer camp so that there are no financial barriers to their support. In the summer of 2018, nearly 9,000 children attended summer camp during 125 week-long sessions of Camp Kesem held across 44 states. Camp Kesem provides a safe and supportive atmosphere, where children befriend peers who can relate to their unique situation, and gain the strategies and confidence needed to cope with their parent’s illness or death. At the same time, college students develop critical leadership skills as they create, manage, fundraise and run every aspect of their local chapter.
The Team ran in honor of everyone who has been touched by this devastating illness.
(December 8, 2019)
Upcoming Firm Events
We hope you will join us for this upcoming event.
AI Revolution: The Breakthrough, the Buzz and a Blueprint for the Future
We invite you to watch the replay from our thought-provoking conversation on artificial intelligence (AI) with James Dyett, OpenAI's Head of Enterprise & Strategic Sales, Keith Weiss, Morgan Stanley's Head of U.S. Software Research Jeff McMillan, Morgan Stanley's Head of Firmwide Artificial Intelligence, recorded on Monday, March 24.
CRC4303146 03/2025
Online
Additional Replays
Location
55 East 52nd Street
30th FL
New York, NY 10055
US
Direct:
(212) 903-7766(212) 903-7766
Toll-Free:
(800) 733-4793(800) 733-4793
Fax:
(917) 338-4213(917) 338-4213
1441 W. Ute Blvd
Suite 180
Park City, UT 84098
US
Direct:
(435) 645-2764(435) 645-2764
3102 West End
Suite 200
Nashville, TN 37203
US
Direct:
(615) 298-6511(615) 298-6511
Meet Thirteen Mile Wealth Management Group
Dennis Madden, CIMA®, CFP®, CMT
Senior Vice President, Wealth Advisor, Portfolio Manager, Alternative Investments Director, Financial Planning Specialist
Phone:
(435) 645-2764(435) 645-2764
Natassya Tossany, CFP®
Associate Vice President, Wealth Advisor, Alternative Investments Director, Financial Planning Specialist
Phone:
(212) 903-7655(212) 903-7655
Ryan Rielly, CFP®
Vice President, Wealth Management Associate, Financial Planning Specialist
Phone:
(212) 903-7766(212) 903-7766
About Daniel Tedesco
Daniel Tedesco, CFP® CRPS®
Senior Vice President | Wealth Advisor
Portfolio Manager
Alternative Investments Director
Financial Planning Specialist
Based in Nashville, Daniel joined Morgan Stanley in 2014. With more than 25 years of industry experience, Daniel helps high net-worth investors pursue their financial goals through personalized wealth management and retirement plans. With a focus on wealth planning, wealth preservation, risk management and investments, he utilizes a five-step investment process designed to provide comprehensive wealth management strategies for his clients that are personalized to help meet their unique goals, and tolerance for risk.
Prior to joining Morgan Stanley, Daniel began his financial career at a boutique brokerage firm in the World Trade Center in 1996. In 1999, Daniel joined Paine Webber, which merged with UBS Financial Services Inc. in 2000. A graduate of the University of Connecticut, Daniel earned a B.A in both Economics and English.
Daniel has been a CERTIFIED FINANCIAL PLANNER™ professional since 2008. He currently holds his Series 7, 63, 65, 31 Securities licenses, as well as Life, Accident & Health Insurance and Variable Annuities licenses.
Daniel currently resides in Leiper's Fork, and is an active member of the community, serving as Project Committee Chair for the PTO Board at Hillsboro Elementary/Middle School. He and his wife Claire enjoy spending time and having fun with their children, Adriana, Benjamin, Brandon, Alessandra, and Bradley, their Golden-Doodle, Teddy, their German Shepherd, Cowboy, as well as their chickens, ducks, geese, and tortoise.
2024 Forbes America’s Best-In-State Wealth Advisors (TN)
Source: Forbes (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22-6/30/23.
Thirteen Mile Wealth Management Group at Morgan Stanley
2023-2025 Forbes America’s Best-In-State Wealth Management Teams (NYC-Private Wealth)
Source: Forbes (Awarded 2023-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Senior Vice President | Wealth Advisor
Portfolio Manager
Alternative Investments Director
Financial Planning Specialist
Based in Nashville, Daniel joined Morgan Stanley in 2014. With more than 25 years of industry experience, Daniel helps high net-worth investors pursue their financial goals through personalized wealth management and retirement plans. With a focus on wealth planning, wealth preservation, risk management and investments, he utilizes a five-step investment process designed to provide comprehensive wealth management strategies for his clients that are personalized to help meet their unique goals, and tolerance for risk.
Prior to joining Morgan Stanley, Daniel began his financial career at a boutique brokerage firm in the World Trade Center in 1996. In 1999, Daniel joined Paine Webber, which merged with UBS Financial Services Inc. in 2000. A graduate of the University of Connecticut, Daniel earned a B.A in both Economics and English.
Daniel has been a CERTIFIED FINANCIAL PLANNER™ professional since 2008. He currently holds his Series 7, 63, 65, 31 Securities licenses, as well as Life, Accident & Health Insurance and Variable Annuities licenses.
Daniel currently resides in Leiper's Fork, and is an active member of the community, serving as Project Committee Chair for the PTO Board at Hillsboro Elementary/Middle School. He and his wife Claire enjoy spending time and having fun with their children, Adriana, Benjamin, Brandon, Alessandra, and Bradley, their Golden-Doodle, Teddy, their German Shepherd, Cowboy, as well as their chickens, ducks, geese, and tortoise.
2024 Forbes America’s Best-In-State Wealth Advisors (TN)
Source: Forbes (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22-6/30/23.
Thirteen Mile Wealth Management Group at Morgan Stanley
2023-2025 Forbes America’s Best-In-State Wealth Management Teams (NYC-Private Wealth)
Source: Forbes (Awarded 2023-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Securities Agent: UT, MA, OH, NM, NY, VA, TN, NC, PA, DC, CT, RI, ME, CA, MO, CO, VT, NV, MD, NJ, DE, MI, MT, GA, IL, AZ, TX, WI, WA, AL, SC, NH, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265146
NMLS#: 1265146
About Dennis Madden
Dennis Madden, CIMA®, CFP®, CMT
Senior Vice President | Wealth Advisor
Portfolio Manager
Alternative Investment Director
Financial Planning Specialist
Focus:
Discretionary Portfolio Management / Proprietary Equity Models
Alternative Investments
Asset Allocation Strategies
Advanced Financial Planning Strategies
Technical Analysis of Capital Markets
Dennis maintains offices in New York City and Park City, UT. In his spare time, Dennis enjoys seeing live music, skiing & snowboarding, and traveling the country to camp with his family. Dennis and his wife Kelsey currently reside in Midway, UT with their children, Mack. Bobbi, and Nolan, and their sheepdog, Frankie.
Senior Vice President | Wealth Advisor
Portfolio Manager
Alternative Investment Director
Financial Planning Specialist
Focus:
Discretionary Portfolio Management / Proprietary Equity Models
Alternative Investments
Asset Allocation Strategies
Advanced Financial Planning Strategies
Technical Analysis of Capital Markets
Dennis maintains offices in New York City and Park City, UT. In his spare time, Dennis enjoys seeing live music, skiing & snowboarding, and traveling the country to camp with his family. Dennis and his wife Kelsey currently reside in Midway, UT with their children, Mack. Bobbi, and Nolan, and their sheepdog, Frankie.
Securities Agent: WI, WA, NJ, NY, OH, NM, AZ, VT, SC, RI, NH, IL, VA, FL, TX, MT, CT, MO, NC, ME, TN, MA, PA, CA, GA, DE, DC, MI, AL, MD, UT, CO, NV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1398749
NMLS#: 1398749
About Natassya Tossany
Natassya Tossany, CFP®
Associate Vice President | Wealth Advisor
Alternative Investments Director
Financial Planning Specialist
Natassya brings over a decade of wealth management experience and is a strong advocate of holistic financial planning. As a woman, an immigrant, and a member of the LGBTQ+ community, she believes in the importance of understanding each client’s unique life experiences and their contextual significance in shaping one’s needs, values, and aspirations. Taking into consideration age, gender, ethnicity, sexual orientation, and cultural background, Natassya creates tailored solutions by utilizing a broad array of investments, insurance, gifting, and tax strategies in collaboration with dedicated experts across Morgan Stanley. Natassya also provides guidance to Executives and Entrepreneurs in pre-/post-liquidity planning, private market solutions, legacy planning, wealth transfer, philanthropy management, lending solutions, and corporate retirement plans.
Natassya currently resides in Manhattan, NY with her dog, Oswaldo. She enjoys surfing, hiking, and horseback riding. Natassya is fluent in Indonesian, has limited working proficiency in French, and is conversational in Spanish. An avid traveler and gastronome, Natassya is happiest when traveling to remote locales all over the world to immerse herself in new cultures and flavors.
2023-2025 Forbes America's Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Associate Vice President | Wealth Advisor
Alternative Investments Director
Financial Planning Specialist
Natassya brings over a decade of wealth management experience and is a strong advocate of holistic financial planning. As a woman, an immigrant, and a member of the LGBTQ+ community, she believes in the importance of understanding each client’s unique life experiences and their contextual significance in shaping one’s needs, values, and aspirations. Taking into consideration age, gender, ethnicity, sexual orientation, and cultural background, Natassya creates tailored solutions by utilizing a broad array of investments, insurance, gifting, and tax strategies in collaboration with dedicated experts across Morgan Stanley. Natassya also provides guidance to Executives and Entrepreneurs in pre-/post-liquidity planning, private market solutions, legacy planning, wealth transfer, philanthropy management, lending solutions, and corporate retirement plans.
Natassya currently resides in Manhattan, NY with her dog, Oswaldo. She enjoys surfing, hiking, and horseback riding. Natassya is fluent in Indonesian, has limited working proficiency in French, and is conversational in Spanish. An avid traveler and gastronome, Natassya is happiest when traveling to remote locales all over the world to immerse herself in new cultures and flavors.
2023-2025 Forbes America's Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Securities Agent: UT, VT, MO, NE, WI, TX, PA, NM, NV, VA, SC, WA, TN, OH, NC, NY, RI, ME, MN, IL, MA, GA, MT, DE, LA, NH, MD, DC, CT, CO, FL, AZ, CA, AL, MI, NJ, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 1584396
NMLS#: 1584396
About Ryan Rielly
Ryan Rielly, CFP®
Assistant Vice President | Wealth Management Associate
Financial Planning Specialist
Ryan joined the team in 2017 and guides clients through the onboarding process, from inception to implementation. He assists the team with trading, financial planning, research and incorporating Alternative Investments strategies. He also helps clients navigate and take advantage of Morgan Stanley’s world-class online platform.
As a holder of the CERTIFIED FINANCIAL PLANNER™ designation, Ryan has successfully completed the rigorous education, examination, experience, and ethics training required by the Certified Financial Planner™ Board of Standards, an independent professional regulatory organization. Ryan utilizes the knowledge gained from the examination process to help create individualized financial plans tailored to each client and his or her particular needs. Additionally, Ryan holds his Series 7 and 66 Securities licenses as well as his Life, Accident & Health Insurance license.
Ryan is a graduate of Hofstra University in Long Island, NY where he earned a B.B.A. in Finance. He was an All-American and Captain of the Hofstra Men’s Lacrosse team.
He currently resides in Long Beach, NY with his wife, Danielle. He enjoys traveling, golfing, going to the beach, hiking and other outdoor activities.
2024 & 2023 Forbes America’s Best-In-State Wealth Management Teams (NYC-Private Wealth) Source: Forbes.com(Awarded 2023 & 2024) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Assistant Vice President | Wealth Management Associate
Financial Planning Specialist
Ryan joined the team in 2017 and guides clients through the onboarding process, from inception to implementation. He assists the team with trading, financial planning, research and incorporating Alternative Investments strategies. He also helps clients navigate and take advantage of Morgan Stanley’s world-class online platform.
As a holder of the CERTIFIED FINANCIAL PLANNER™ designation, Ryan has successfully completed the rigorous education, examination, experience, and ethics training required by the Certified Financial Planner™ Board of Standards, an independent professional regulatory organization. Ryan utilizes the knowledge gained from the examination process to help create individualized financial plans tailored to each client and his or her particular needs. Additionally, Ryan holds his Series 7 and 66 Securities licenses as well as his Life, Accident & Health Insurance license.
Ryan is a graduate of Hofstra University in Long Island, NY where he earned a B.B.A. in Finance. He was an All-American and Captain of the Hofstra Men’s Lacrosse team.
He currently resides in Long Beach, NY with his wife, Danielle. He enjoys traveling, golfing, going to the beach, hiking and other outdoor activities.
2024 & 2023 Forbes America’s Best-In-State Wealth Management Teams (NYC-Private Wealth) Source: Forbes.com(Awarded 2023 & 2024) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Contact Daniel Tedesco
Contact Dennis Madden
Contact Natassya Tossany
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Ron Basu
Managing Director, Private Wealth Management, Private Wealth Advisor, Senior Institutional Consultant, International Client Advisor
Tony Silva
Private Banker
Jane Tarnovsky
Private Banker
Dana Jordan
Private Banker
About Tony Silva
Tony Silva is a Private Banker serving Morgan Stanley’s Wealth Management offices in New York City.
Tony began his career in financial services in 1995 and joined Morgan Stanley in 2015 as a Pipeline Manager in our Home Loans organization. In 2017, he was promoted to Project Manager on that team. Tony assumed his current position in February, 2018. Prior to his tenure at the firm, Tony held a number of roles at mortgage financing institutions.
Tony received a Bachelor of Science in Management from Rutgers University. He and his family reside in Livingston, New Jersey.
When not at the office, Tony enjoys traveling, playing soccer, and spending time with family and friends.
Tony began his career in financial services in 1995 and joined Morgan Stanley in 2015 as a Pipeline Manager in our Home Loans organization. In 2017, he was promoted to Project Manager on that team. Tony assumed his current position in February, 2018. Prior to his tenure at the firm, Tony held a number of roles at mortgage financing institutions.
Tony received a Bachelor of Science in Management from Rutgers University. He and his family reside in Livingston, New Jersey.
When not at the office, Tony enjoys traveling, playing soccer, and spending time with family and friends.
NMLS#: 217945
About Jane Tarnovsky
Jane Tarnovsky is a Private Banker serving Morgan Stanley Wealth Management offices in New York.
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.
Jane began her career in financial services in 2004, and joined Morgan Stanley in 2014 as an Interest Rate Derivatives Trade Support Director in Morgan Stanley’s ISG division. Prior to joining the firm, she was in Operations at JVB Financial and an Associate Manager at Prudential Financial.
Jane is a graduate of Rutgers University, where she received a Bachelor of Science in Finance and a Master of Business Administration in Finance. She lives in Brooklyn, New York with her family. Outside of the office, Jane is involved in her community and enjoys working out, cooking, traveling, gardening, and photography.
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.
Jane began her career in financial services in 2004, and joined Morgan Stanley in 2014 as an Interest Rate Derivatives Trade Support Director in Morgan Stanley’s ISG division. Prior to joining the firm, she was in Operations at JVB Financial and an Associate Manager at Prudential Financial.
Jane is a graduate of Rutgers University, where she received a Bachelor of Science in Finance and a Master of Business Administration in Finance. She lives in Brooklyn, New York with her family. Outside of the office, Jane is involved in her community and enjoys working out, cooking, traveling, gardening, and photography.
NMLS#: 2226056
About Dana Jordan
Dana Jordan is a Private Banker serving Morgan Stanley Wealth Management offices in New York.
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.
Dana began her career in financial services in 2017 when she joined Morgan Stanley as a Lending Analyst in Private Banking Operations. She most recently returned to the firm in 2022. Prior to joining the firm, she was a Mortgage Professional at JP Morgan Private Bank.
Dana is a graduate of Loyola University Maryland, where she received a Bachelor of Business Administration in Finance. She lives in Long Island, New York. Outside of the office, Dana donates her time to the American Legion Auxiliary Unit 1006. She is a Senior Gold Medalist and USFSA (U.S. Figure Skating Association) member, and enjoys partaking in CrossFit.
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.
Dana began her career in financial services in 2017 when she joined Morgan Stanley as a Lending Analyst in Private Banking Operations. She most recently returned to the firm in 2022. Prior to joining the firm, she was a Mortgage Professional at JP Morgan Private Bank.
Dana is a graduate of Loyola University Maryland, where she received a Bachelor of Business Administration in Finance. She lives in Long Island, New York. Outside of the office, Dana donates her time to the American Legion Auxiliary Unit 1006. She is a Senior Gold Medalist and USFSA (U.S. Figure Skating Association) member, and enjoys partaking in CrossFit.
NMLS#: 1974422
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Wealth Management
Global Investment Office
Portfolio Insights
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Ready to start a conversation? Contact Thirteen Mile Wealth Management Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4When 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.
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 and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 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.
9Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
12Morgan 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
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
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’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4When 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.
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 and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 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.
9Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
12Morgan 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
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024), 3582895 (6/2024)
