Jenny Meicher Santek

Senior Vice President, Financial Advisor, Family Wealth Director

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Jenny Meicher Santek

MY MISSION STATEMENT

Experienced wealth planning services for your life and legacy goals

My Story and Services

About Jenny

Jenny Meicher Santek is a Family Wealth Director, Senior Vice President, and Financial Advisor. As a Family Wealth Director, a designation earned by less than 3% of all Morgan Stanley Financial Advisors as of August, 2017, she has extensive experience, dedicated training and exclusive resources necessary to help high net worth families address complex wealth management challenges.  She is well-versed on issues concerning family dynamics, wealth transfer and philanthropy to help clients preserve their wealth and protect their legacy.

Jenny joined Morgan Stanley in June, 2006 as a Financial Advisor.  She is fluent in Spanish and currently serves as the President of the Board for the Boys & Girls Club of Dane County. 

Jenny was recently recognized on Working Mother magazine’s 2017 inaugural list of “Top 200 Wealth Advisor Moms” and Forbes Magazine’s 2018 inaugural list of “America’s Best-in-State Wealth Advisors.”

She earned her Bachelor of Science degree in Business and Spanish from the University of Wisconsin – La Crosse with a minor in International Studies. 

Access to Private Banking >

Services Include

  • Wealth Management
  • Financial Planning
  • 401(k) Rollovers
  • Defined Contribution Plans
  • Qualified Retirement Plans
  • Estate Planning Strategies
  • 529 Plans
  • UGMA/UTMA
  • Life Insurance
  • Long Term Care Insurance
  • Retirement Planning
  • Annuities

Securities Agent: FL, GA, IL, KY, MN, MO, NM, OH, OR, TN, WI; General Securities Representative; Investment Advisor Representative

NMLS#: 1390871


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

Client Service Team

Client Service Team

Heath D. Moore

Wealth Management Associate


Heath has been a Wealth Management Associate since joining the firm in 2016. He collaborates with Financial Advisor, Jenny Meicher-Santek in the areas of portfolio management, financial planning, and risk management strategies and works to match client goals and expectations with products and services available at Morgan Stanley.

He graduated from Clemson University in 1992 with a Bachelor of Arts Degree in Political Science.

Dawn Panas

Associate Vice President, Wealth Management Associate


Dawn M. Panas is an Assistant Vice President and Wealth Management Associate.  She has extensive knowledge of operational and administrative procedures allowing her to provide our clients with an exceptional customer service experience.   She handles all account maintenance issues for our clientele as well as coordinating all administrative details. 

Dawn has worked in the financial services industry since 1980 joining Morgan Stanley Wealth Management in 1993.  She held the position of Branch Operations Manager for 10 years where she supervised operational, compliance and risk aspects of the branch.  She also served as a member of the National Operations Managers Advisory Council for 3 years working with senior management to refine processes and help develop training programs for support staff.

Awards

Awards

  • Working Mother’s inaugural listing of Top 200 Wealth Advisors
  • Forbes Magazine’s List of America’s Best-in-State Wealth Advisors
  • 2016 Century Club

Events

Events

With today’s rising lifespans, we could

be facing roughly 20 or more years

in retirement, which is approximately

8,000 days. Once thought of this way, it

becomes clearer that retirement is not

an end, but rather a new, complex, and

unknown phase of life, during which so

much could happen.

Please click below for the invitation.

Invitation.pdf

CRC2395495

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

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

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 Jenny Meicher Santek today.

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