Jennifer Odell

About Jennifer Odell

As a founding member of The Wellington Group at Morgan Stanley, I help our clients tailor proactive financial strategies that are designed to help provide confidence throughout economic cycles and life transitions. As the team’s Insurance Planning Director, I serve as the team\'s primary resource to help customize strategies. I achieved a professional designation in the field of long-term care, Certified in Long-Term Care Specialist (CLTC) because I have had extensive personal experience with elderly family members who have needed care, and I believe planning can be an important tool. As a Certified Exit Planning Director (CEPA), I focus on helping a business owner seek to drive value within their business and help them plan their next chapter. A business owner’s greatest asset is typically the business itself. I focus on risk management and exit planning strategies for business owners to help create strategies for their personal financial goals. Our team’s holistic approach aims to help clients receive comprehensive advice tailored to their unique financial goals and life circumstances. Our focus is driven by our client-centric philosophy, focusing on long-term relationships and dedication. I love working with our clients and their families to help provide a high level of confidence in their financial plans year over year, with a blend of experience, integrity and personalized strategies. NMLS # 13•••26 CA Insurance License #: AR Insurance License #:

Experience

1. Financial Advisor Insurance Planning Director

   Morgan Stanley

   Sep 2007 — Present · Naples, FL, US

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Education

• Fairfield University

  BA

  1986 — 1990