Jennifer Maruca

Senior Consultant

Jennifer is a Wealth Management Strategist and Consultant. She began her career in 1994 at Merrill Lynch as a Financial Advisor and subsequently spent 17 years at Morgan Stanley and predecessor firms in Training and Business Development, Technology, National Sales and the Advisory Business.

Prior to working as an independent consultant, Jennifer played a critical role in the merger of Smith Barney and Morgan Stanley, managing field sales initiatives and communications. Her group created the monthly field Focus Opportunities publication, created firm wide sales training initiatives, and hosted internal corporate television series. Jennifer was the Director of Sales Strategy and Channel Distribution with the Consulting Group’s Wealth Advisory Solutions at Morgan Stanley. Most recently, she was responsible for leading the firm’s effort to transition assets to advisory. During her time running the program $77.5 billion was transitioned to advisory.

Jennifer’s career path has given her valuable experience in Field Management, as a Financial Advisor, and as a Home Office Executive. This dynamic experience gives her the ability to bring unique expertise and broad perspective to clients.