Financial Advisor | Morgan Stanley
Jeffery Kennerly is a Financial Advisor based out of Morgan Stanley’s West Conshohocken, PA office. The Families and Institutions that he advises benefit from more than 15 years of diversified experience. Since incepting his practice at Morgan Stanley in 2017, Jeffery has worked closely with corporate & not for profit executives, entrepreneurs, and families, acting as a trusted advisor across market cycles and across family generations. Jeffery is a member of Morgan Stanley prestigious Pacesetter’s Club (2019 & 2021), which recognizes a group of the Firm’s successful Financial Advisors. Having started his career in public accounting, before transitioning to management consulting, he has advised public and closely held companies, in addition to not for profits. Jeffery developed his institutional experience while assisting those organizations through various financial and strategic challenges. His unique perspective allows him to address the planning needs of the business owners and not for profit executives he advises. Jeffery earned his Certified Exit Planning Advisor (CEPA®) designation, the most widely accepted and endorsed exit planning platform available. As a CEPA®, Jeffery focuses on cross-functional consulting and value acceleration, drawing on a multi-disciplinary global network of high caliber advisors in the exit/succession planning community. Jeffery serves on the Executive Committee of the Board of Directors for Step Afrika!, is a Advisory Board Member for Bowie State University’s School of Business, a Life Member of Alpha Phi Alpha Fraternity Incorporated and a General Member of the Association of African American Advisors. He is also involved with his children’s school as a lower school Parent Clerk assisting with hosting new families.
Overview: The 100 Black Men of America, Inc., in collaboration with State Farm, established and implemented the Dollars and $ense Youth Investment Competition to address and help eradicate financial illiteracy among youth of color. This rigorous financial literacy program was designed to provide high school students with early opportunities to learn and apply best practice principles for saving and investing. Attendees will get to witness the finalists compete for their chance to win scholarships and earn the Championship title and trophy.