Janie Shaffer
Business Development Director at Morgan Stanley
- Role
- Business Development Director at Morgan Stanley
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Janie Shaffer
Business Development Director - Morgan Stanley © 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy. Janie Shaffer may only transact business in states where she is registered or excluded or exempted from registration - https://brokercheck.finra.org/. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Janie Shaffer is not registered or excluded or exempt from registration. Designations and/or awards are not indicative of Janie Shaffer\'s past or future performance. No fee is paid in exchange for any award. The information or content is for US residents only and subject to the following terms:
Experience
Business Development Director
Jul 2021 — Present · Cincinnati, OH, US
With a deep commitment to a client-centered approach, I focus on building investment strategies and long-term relationships that are tailored to the needs of select families and individuals. Drawing on my extensive professional experience and highly-skilled training, I bring a disciplined focus and multidisciplinary approach to Morgan Stanley. With a meticulous attention to detail, I apply the critical thinking skills I developed in law school to help simplify complexities and identify innovative solutions. I also take pride in getting to know and understand each and every client individually – as people, not just investors. It is with this level of attentive care that I build financial strategies designed to help meet each client’s unique needs, objectives, and risk tolerance.Outside of the office, I live in Cincinnati with my husband and three children and am committed to staying active in my community. When not spending time with my family or serving my clients, I enjoy playing paddle tennis and golf, listening to live music, and being with friends.The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.
Education
University of Cincinnati
JD
1996 — 1998
Duke University
Bachelor of Arts (B.A.)
1990 — 1994
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