Planning, Family Dynamics and Education
Jennifer is a national wealth planner working with clients across the entire Abbot Downing footprint. She is responsible for providing multi-generational family wealth planning services to ultra-high-net-worth clients, focusing on their goals of preserving, transferring and managing their wealth. She collaborates with colleagues, clients and their advisors to provide comprehensive solutions to the complex needs of ultra-high-net-worth individuals and families.
Jennifer previously spent nine years as a senior client service consultant in Abbot Downing’s Charlotte office where she oversaw client administration as well as the relationship management for the rising generation of families. Prior to joining Abbot Downing in 2007, Jennifer was a relationship associate for two years at U.S. Trust Company in New York City also working with high-net-worth individuals and families.
Jennifer graduated with honors receiving her master’s degree in business administration from Wake Forest University. She earned her bachelor of science degree in business management with a concentration in finance from Binghamton University. Jennifer also holds the Certified Financial Planner™ (CFP®) and Certified Trust and Financial Advisor (CTFA®) designations.
Jennifer is currently a member of the Charlotte Estate Planning Council and is a Vanguard member of the Charlotte Arts and Science Council. She enjoys training for half and full marathons while fundraising for various charities.
She makes her home in Charlotte, North Carolina with her husband and two dogs.