Jennifer understands the complexities and unique needs of our clients and is dedicated to providing them with exceptional service. She manages client relationships and oversees customer service for our team. Jennifer will assist you with anything not directly related to making investment recommendations. Jennifer holds Series 7 and Series 63 securities licenses, and is a Notary Public in the state of Florida.
Before joining our team in 2012, Jennifer was a vice-president in institutional client services at Knight Capital Group in Jersey City, New Jersey, where she worked for eight years. She graduated from West Chester University of Pennsylvania with a bachelor’s degree in business management.