Jennifer is a senior vice president and managing director in Abbot Downing’s Raleigh office where she specializes in managing relationships for multigenerational families. Her efforts involve a highly interactive, collaborative approach with client families and their advisors. She employs sophisticated planning techniques, advanced investment strategies, and flexible financial information systems.
Prior to Abbot Downing, Jennifer was the director of client management for the Eastern North Carolina region of Wells Fargo Family Wealth. She has been in the financial services industry and with Wells Fargo for more than 18 years. She also has served ultra-high-net-worth clients in the capacities of trust officer, investment advisor, and wealth transfer planning specialist.
Jennifer earned her bachelor’s degree in business administration with a concentration on trust management from Campbell University, located in Buies Creek, North Carolina. She is a CFP® professional. Jennifer is a SAFE-registered mortgage loan originator (NMLSR ID 524654).
Jennifer makes her home in Chapel Hill, North Carolina.