Jennifer Wright, Financial Advisor

Focus Areas

  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Income Strategies

About Jennifer

My team and I have a sincere interest in developing personal relationships with our clients to better understand what is important to them while delivering exemplary service. Typically, our clients are professionals, business owners and families who have complex financial needs and are dedicated to meeting their goals. We partner to help them get organized, from wealth creation and protection to estate considerations. We also have an established process to help ensure our clients stay on track.

I began my Edward Jones career in 2009 after being a client for seven years and became a limited partner in 2014. I believe...

Work History

  • Edward JonesApril 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CPWA®

    Certified Private Wealth Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of LouisvilleBachelor of Arts and Science

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Traveling
  • Running
  • Gardening

Team Members

  • Debbie Bollman
    Sr. Branch Office Administrator
  • Ashley Gleeson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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