Jennifer Dallas

Senior Vice President, Financial Advisor, Portfolio Management Director, CERTIFIED FINANCIAL PLANNER

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Jennifer Dallas

MY MISSION STATEMENT

Serving families and individuals with excellence, working together to acheive your goals with confidence

My Story and Services

My Story

Jennifer Dallas joined Morgan Stanley in 2002 in the Champaign, IL branch and currently works in the Barrington, IL office.  Prior to joining the firm, Jennifer entered the financial services industry in 1999 at Merrill Lynch in Oklahoma City, OK.  Jennifer graduated Summa Cum Laude from Oklahoma City University with a degree in Economics and was honored with the Meinders School of Business Outstanding Senior Woman Leadership Award.  

Jennifer enjoys traveling, community involvement, cooking, following the Chicago Cubs and spending time with family and friends.  In her spare time, she helps her husband Mike with their family business, Scorched Earth Brewing Co.  Jennifer and Mike are originally from Marengo, IL and currently reside in Crystal Lake, IL with their children Emma and Jack.

Services Include

  • Wealth Consulting
  • Structured Products
  • 401(k) Rollovers
  • Asset Management
  • Financial Planning
  • Municipal Bonds
  • Planning for Education Funding
  • Professional Portfolio Management
  • Retirement Planning
  • Sustainable Investing

Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MI, MT, NC, NH, NM, OH, OR, PA, RI, SC, TN, TX, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1295614


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

A sigh of relief.  That is my favorite thing to hear when I meet with clients because it means I’ve helped them achieve a level of comfort. They may feel more in control or better educated about the financial decisions they’re making. Or maybe they are more confident that they have the strategies in place to fund their retirement, pay for their children’s education, or just know they can weather a turbulent economy because they have an advisor who is looking out for them.

In fact, it’s that relationship that is the foundation of my business. By taking a strong interest in my clients, their families, and the values that are most important to them, we form relationships based on mutual trust that make difficult decisions a bit easier. Professionalism, respect, integrity and superior service are all core values and traits that clients will find in me as we work together.  Choosing a financial advisor is a serious and important decision that affects immediate family as well as generations to come.  I welcome your phone call and look forward to creating a meaningful working relationship. 

Client Service Team

Client Service Team

Debra Hershberger

Senior Client Service Associate


Debbie has been with Morgan Stanley since December of 2005 and she has been in the financial services industry for over 38 years, having worked at Merrill Lynch, AG Edwards and JC Bradford & Co. Although many of her roles have been operations related, Debbie enjoys working and interacting with clients to assist with their requests.  Debbie’s strong communications skills and her dedication to clients have helped her to develop close relationships with many clients.  I am thrilled to have her assistance and know you will enjoy working with her.  

Debbie is happily married to her husband Jim who is an Engineer with Allstate.  She has two sons; Kyle, a Field Service Engineer with Waters Corp. and Colin, an Assistant Store Manager with Walgreens. Debbie enjoys spending time with her family and friends.  She loves her dog, Mia and they enjoy long walks together.  She loves to travel and going to the theatre.  She thoroughly enjoys sports and is an avid Yankee and UK Basketball fan.   

Education

Education

  • Illinois Wesleyan University, 1997-1999
  • Oklahoma City University, 1999-2001, B.S. Economics, Graduated Summa Cum Laude
  • CERTIFIED FINANCIAL PLANNER, 2006
  • Leadership Greater McHenry County (LGMC) Class of 2016

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Jennifer Dallas today.

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