Jennifer’s career in financial services began in 1986 following her graduation from William & Mary with a bachelor’s degree in business administration. Initially in banking with The Dime Savings Bank in New York, she was hired by Merrill Lynch in 1990 and began training as a financial advisor.
As a founding partner of Blue Ocean Wealth Advisors, she is the team’s lead planner, focused on providing personalized strategies and solutions to high-net-worth individuals and their families. Her work leads to the development of custom benchmarks for each client. We believe these benchmarks provide clients much greater understanding surrounding the ability to attain goals and much less concern for individual investment risk.
Jennifer’s additional academic credentials include earning the Accredited Asset Management SpecialistSM certification, a Professional Financial Planning certificate from Old Dominion University and the Certified Special Needs Advisor and Wealth Management Specialist designations.
Her community involvement includes volunteering on behalf of Norfolk Academy and in various lay capacities at the Church of the Holy Family.
Jennifer is married to Neil Duffy. They reside in Virginia Beach with their two children.
AAMS® and Accredited Asset Management SpecialistSM are registered service marks of the College for Financial Planning.