We manage wealth

in a rational way, but get emotional about seeing what it can do

Jennifer York-Whitbeck,

Financial Planning Consultant



Jen assists our team with all aspects of financial planning and wealth management. She holds Series 7, 63, 66 and insurance/annuities licenses and has been working with Peter and Lisa for more than 15 years. As a Chartered Retirement Planning CounselorSM, she helps address clients' important concerns when approaching and during retirement.

Before joining Raymond James, Jen worked at Morgan Stanley Wealth Management for 13 years, and six years as a sales assistant and junior partner at Advest Inc. She attended Emerson College in Boston and earned a bachelor's degree in communication from SUNY-Buffalo.

Jen spent several years tutoring for Literacy Volunteers and working with prospective families for Habitat for Humanity. Both organizations gave her the opportunity to help people in Buffalo take a step forward in bettering their lives. Once her children were born, she focused her volunteer efforts on fundraising for the Tapestry Charter School.

Originally from Ingleside, Texas, Jen lives in Buffalo with her husband, Scott, and children, Alex and Leo. In her free time, she enjoys photography, theater and reading.

Raymond James is not affiliated with any of the organizations listed above.

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