Legacy and Wealth Planning
Jennifer is an associate director of Legacy and Wealth Planning in the Philadelphia office. She is responsible for assisting with in-depth planning for Abbot Downing clients, including our Abbot Downing Clarity process and customized financial and wealth transfer planning. Jennifer has over 20 years of experience in the financial industry.
Prior to Abbot Downing, Jennifer was a senior financial planner in the Wells Fargo Family Wealth office located in Philadelphia. She joined Wells Fargo in 2002 as a financial planner for Wealth Management’s Financial Planning Group, providing wealth transfer and financial planning services to clients in Pennsylvania, New Jersey, and New York. These services included wealth transfer planning, retirement and cash flow analysis, employee benefit reviews, and tax-sensitive investment planning. Prior to Wells Fargo, Jennifer worked at The Ayco Company, L.P., a subsidiary of Goldman Sachs, for five years where she was a staff attorney providing financial planning to high-net-worth executives of Fortune 500 companies.
Jennifer earned her juris doctorate degree from the University of Pittsburgh School of Law and a bachelor’s degree from Lycoming College where she graduated magna cum laude. Jennifer was an editor for the University of Pittsburgh’s Journal of Law and Commerce for two years. She is a member of the Philadelphia Estate Planning Council.
Jennifer makes her home in New Jersey with her husband and their twin daughters, Hope and Elizabeth.