Legacy and Wealth Planning
Jennifer is the director of Legacy and Wealth Planning for Abbot Downing in the Northeast region. She delivers a comprehensive suite of services to our ultra-high-net-worth families, including our Abbot Downing Clarity process. In her role, she is uniquely positioned to understand and coordinate the personal and long-term financial and wealth preservation goals of the families across the region.
Jennifer has provided wealth planning services to multigenerational families for almost 15 years. She was previously a senior wealth planner for the Wells Fargo Private Bank in Philadelphia. Before joining Wells Fargo, she worked at Ayco, A Goldman Sachs Company, where she helped high-net-worth families with their estate and wealth transfer planning.
Jennifer earned her juris doctor degree with an estate planning concentration from Albany Law School and a bachelor’s degree with a dual major in political science and history and a minor in Spanish from Binghamton University.
She lives in Media, Pennsylvania, with her husband, Justin, and two daughters.