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Jenna has dedicated her career to delivering personalized wealth management services that integrate her client's unique goals and risk comfort zones. Her clients enjoy an intimate, personal relationship through each phase of life; whether it's building wealth, planning for retirement, income in retirement, or other types of preservation and growth strategies. Jenna is a 2023 and 2024 Five Star Wealth Manager. She is featured in Fortune Magazine October/November 2023 and 2024 issue, the Wall Street Journal on February 28, 2024, and was listed in the Westchester Magazine in August 2023. Since 2012, Jenna has been in the financial services industry helping clients address their financial concerns and develop strategies; focusing on each individual's unique needs. She currently holds her Series 7, 63 and 65 FINRA registrations as well as the Variable Annuity, Life and Health insurance licenses. Jenna earned her Bachelor's degree in Economics from Boston University in 2011 where her passion for the financial services industry began. Jenna's finance career began with AXA Advisors in 2012. She then joined Wells Fargo Advisors in 2015. As a Financial Advisor, Jenna is dedicated to helping her clients develop financial strategies that line up with their specific needs, goals, and risk tolerance. Her approach to wealth management starts with gaining a complete understanding of what is important to her clients, before she offers sound, objective, and unbiased advice. As life changes, she will update your plan to coincide with those changes. Jenna spends her free time with her family, friends and Bengal Pixie. She likes to stay active by running, lifting weights, and hiking
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