Jennifer Rue
Financial Advisor @Morgan Stanley
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WORK HISTORY
Financial Advisor @Morgan Stanley
Centerville, OH, US
EDUCATION
Wright State University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Vandalia Butler High School
Degree
ABOUT JENNIFER RUE
I work with clients to develop comprehensive financial plans and managing customized investment portfolios for The Four Points Group at Morgan Stanley. I begin the planning process by working to understand the goals each client is working to achieve. Planning also includes helping assess a time horizon, risk tolerance, and preferences that they are comfortable with. Depending on each individual situation, planning may include insurance, retirement plans for small business owners, or estate planning strategy needs. My team believes in an on-going review process to assure that market conditions and life changes are accounted for so that your investments and your financial plan remain relevant and work for you as you travel through life. Senior Portfolio Manager, Series 7, 66, 31 Licensed, Life/ Accident, Health, Variable Insurance, and Long Term Care Insurance. NMLS#: 14•••18.
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