Jennie has worked with Bill and Chris for over 16 years and has 21 years of experience in the financial services industry. She began her financial services career in Operations at J.C. Bradford & Co. (acquired by Paine Webber in 2000; ultimately merged with UBS Financial Services). She also joined Raymond James from Alexander Key/Sun Trust Investment Services in 2006. Jennie oversees the team’s account operations, manages client and money manager correspondence, and assists with trading administration. Within the Lynch Wealth Management group, she is a critical point of contact for the team, tracking down solutions, addressing questions, and preparing client reports.
Jennie, and her husband Matt live in Dickson with their two children, Lacey and Allen.