Jerri Wentz

Financial Advisor

(513) 762-5333(513) 762-5333

Jerri is dedicated to serving the financial needs of individuals, families and institutions, with a special emphasis on empowering women and guiding foundations and endowments in achieving their financial goals. She has been excited to be a part of the Investing with Impact initiatives at Morgan Stanley. Her comprehensive approach includes a thorough planning process, tailored investment strategies and a commitment to providing outstanding service.

Growing up in Cincinnati, Jerri learned first-hand the power of financial independence by watching her grandmother struggle with her own finances when her grandfather passed away suddenly. This experience inspired her to pursue a professional that would help individuals gain the confidence needed to make sound financial decisions. She set out to work in the financial industry where she could help make a significant impact on the quality of people’s lives.

Jerri began her career in 1984 at E.F. Hutton, a predecessor firm of Morgan Stanley, working directly for John and Cindy Coggins, the founding partners of The Coggins Group. Over the years, she has taken on more and more responsibility, helping clients navigate the complexities of today’s financial markets. In 1997, she became a Financial Advisor at a regional bank and returned to Morgan Stanley in 2016. Jerri was honored to receive the “Business Woman of the Year” award in 1995 from the Seven Hills Chapter of the American Business Women’s Association for her leadership, mentoring and dedication to helping other women succeed in business. She is also a member of the Association of Professional Investment Consultants.

A graduate from the University of Cincinnati with a B.A. in Marketing and Management, Jerri earned her Chartered Wealth Advisor designation through Michigan State University. Today, she lives in Indian Hill with her husband, three children and two dogs. An active volunteer with several Indian Hill sports clubs, Jerri also enjoys helping with the theatre program. Favorite leisure activities include walking on nearby horse trails, all forms of dancing and spending time with her family at their lake house on Lake Lorelei.

Securities Agent: TX, OH, WV, WI, WA, VA, SC, PA, NY, NV, NM, NJ, NC, MT, MO, MN, MI, MD, MA, KY, IN, IL, GA, FL, DC, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative

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CRC# 2108324 (06/18)