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Jennie Stipick, Financial Advisor

FINANCIAL ADVISOR
Jennie Stipick

CFP®, CRPC™
5605 Glenridge Drive, Suite 1070, Sandy Springs, GA 30342opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews

About Jennie

In 2009, I started my career as a financial advisor with Edward Jones, after a 23-year management career in the staffing industry. My goal is to untangle and simplify money matters for my clients before and during retirement. Many of my clients are busy (careers, family, health issues); they need objective support of their financial strategies. My role is to help them set goals and stay on track to reach the future they envision.

We work with a select group of clients who are interested and serious about planning for their future and living in retirement comfortably with the funds to...

Work History

  • Edward JonesNovember 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Oglethorpe UnivCertificate
  • Louisiana State UniversityBachelor of Science-Commerce

Personal Interests

  • Social Responsibility
  • Traveling
  • Tennis
  • Reading
  • Swimming

Team Members

  • Arlanna Henry
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(404) 943-0561

Fax

(866) 819-6444

Office Address

5605 Glenridge Drive
Suite 1070
Sandy Springs, GA 30342opens in a new window

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