Jennifer is a Financial Advisor who has made a personal commitment to help simplify the complex world of investing and retirement planning for those she serves. To do so, she maps out a tailor-made financial plan for each client, much like an individualized road map, that leads them toward their present and future financial goals. Jennifer’s hope is that through her work, each of her clients will be able to focus on the things that matter most to them, knowing that they have a financial advisor at the wheel who fully understands their needs and is dedicated to working with their best interests in mind.
After earning a bachelor’s degree in Finance and Economics from Texas Tech University in 2008, Jennifer returned to her hometown of El Paso to be close to family and be an impactful part of El Paso’s growth. Jennifer has over 17 years of experience in the financial services industry through her time as a Client Service Associate, Registered Marketing Associate, Consulting Group Analyst, and in her present role as Assistant Branch Manager and Financial Advisor. The invaluable experience she gained in these varied positions has given her a holistic grasp on the financial industry, as well as deep insight into the needs of the clients she and her team serve. Jennifer has attained her Accredited Asset Management Specialist designation as well as her Series 7, 66, 9, 10 and life, health and variable annuities licenses and was promoted to Assistant Branch Manager of the Raymond James El Paso branch in 2023. She continues to serve in her role as Financial Advisor to her clients while also supporting and being an impactful part of the growth of the El Paso Branch.
A native resident of El Paso, Jennifer actively volunteers within her local community and is passionate about making a positive impact on the city’s revitalization and growth. She has served as past President of the El Paso Public Library Foundation, past board member of the Raymond James Advisory Board, chaired the 2019 Junior League of El Paso Christmas Fair, and was selected to participate in the 2019 Women’s Leadership Alliance Program. Jennifer is an active sustaining member of the Junior League of El Paso and sits on the Junior League of El Paso Endowment Board. She participated in the Raymond James Advisor Mastery Program from 2016-2023 and was named to the 2018, 2019, 2020, 2021, 2022, and 2023 Raymond James Achiever’s Club*, recognizing her as a top achiever and a key part of the future of Raymond James. After completing the Advisor Mastery Program, Jennifer was asked to be the El Paso resident mentor for the new financial advisor trainees participating in the program. In this role, she provides guidance, support and practical advice to help trainees navigate the complexities of the financial industry and has frequently been invited to be a speaker for the AMP program at the Raymond James headquarters in Florida. Beyond her mentorship within Raymond James, Jennifer is passionate about educating the broader El Paso community on financial literacy. She often speaks at local events and workshops, helping individuals and families make informed decisions about their finances. Her efforts aim to empower the community with the knowledge to achieve financial stability and growth.
In her free time, Jennifer enjoys traveling, community work, and spoiling her nephews Ezra James (7) and Samuel John (5).
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.