Through her 26 years in the industry, Jennifer has helped clients pursue their goals and navigate important milestones in life. She uses her knowledge to help clients of all types, but specializes in guiding people through transitions such as widowhood or divorce. As the aunt of a child with Down syndrome, she also has firsthand knowledge of the importance of financial planning for people with special needs.
She strives to get to know her clients well and understand what is truly important to them. She offers clients a personalized financial planning experience designed to address all facets of life. As a Certified Financial Planner™ professional, she has committed to uphold high ethical standards. Jennifer also holds the Chartered Financial Consultant® and Certified Plan Fiduciary Advisor designations.
Jennifer joined Raymond James in July 2019, drawn by its client-first culture. Before that, she served as a wealth management advisor and assistant vice president at Merrill Lynch in Norfolk, Virginia. She earned a B.S. in business administration from Old Dominion University.
She believes in giving back to the community, serving as vice chair of Eggleston, a nonprofit organization centered on providing opportunities to people with disabilities. She is also past vice chair of the Virginia Beach Community Services Board.
Originally from Hampton, Virginia, she lives in Virginia Beach with her husband, Scot, and their two dogs: Bosley, a shepherd mix, and Fresca, a border collie mix. When she’s away from the office, Jennifer enjoys watercolor painting, gardening, traveling and playing classical piano.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with any of the companies mentioned.