Jennette M. Tario
AVP, *CERTIFIED FINANCIAL PLANNER™, Financial Planning Specialist, MBA, Group Director at Morgan Stanley
- Role
- Group Director at Morgan Stanley
- Location
- Madison, CT, US
- LinkedIn followers
- 500 followers
About Jennette M. Tario
CFP®, AVP, MBA, Financial Planning Specialist, Group Director, with the TriPoint Group at Morgan Stanley with over 10 years of experience in the financial services industry. Series 7, 63, 65 registered as well as Life Accident and Health.In 2023, Jennette earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation*, a testament to her commitment to continued education. Her real passion lies in educating those around her, striving to empower individuals to take control of their financial lives. She plays an integral role in helping the team deliver financial planning to clients.*This role cannot solicit or provide investment advice.
Experience
Group Director
May 2025 — Present · Madison, CT, US
2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, 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 advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms:
Education
Clarkson University Graduate School
Master of Business Administration (M.B.A.)
2014 — 2016
St. Lawrence University
Bachelor’s Degree, Business/Managerial Economics
2010 — 2014
Skills
- Microsoft Word
- Retirement Planning
- Financial Services
- Microsoft Office
- Asset Allocation Strategies
- Event Planning
- Higher Education
- Public Speaking
- Financial Strategies
- Powerpoint
- Microsoft Excel
- Income Protection Strategies
- Teamwork
- Risk Management
- Research
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