My first job as a resident of Florida was as a part-time file clerk for an investment firm in West Palm Beach. During my tenure there, I fell in love with the stock market and its endless possibilities. As our family started to grow, I became a stay-at-home mom and helped my husband grow his business. After some "time off", I went back to the industry I fell in love with, this time as a financial advisor.
During the 10 years of working with retirees in The Villages, I have shared in many moments of clients' lives. The impact that these moments had on my life made me realize that my true passion is in partnering with people on the journey of reaching their financial goals. I believe that relationships are key to the success of partnerships.
Using an established process, I get to know my clients on a personal level and discover what is important to them. Once they have decided on the goals they wish to pursue, I am able to educate them on the different investment options and strategies that are best suited to help achieve those goals. We then can partner together to ensure that they stay on track during the ups and downs of life.
Natives of Massachusetts, my husband, Robert, and I have been married over 20 years and have four children - Alexandria, Marissa, Isabella and Robert. As a family, we feel it is important to have a positive impact on the community where we live and work. We attend Heritage Community Church in Fruitland Park and are involved in the different outreach groups. Our "spare" time is usually spent at a softball, football or cheer facility watching our children do what they love. I also serve as a board member to the Kiwanis Club of Lady Lake and as a member of the finance committee for the Lady Lake Chamber of Commerce.
Please reach out to my dedicated branch team member, Jenny, at 352-350-1608 to schedule time for us to chat. I look forward to meeting you!
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Office Address8483 S E 165th Mulberry Lane
The Villages, FL 32162
Phone NumberJena Sullivan at (352) 350-1608
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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