My team and I have a sincere interest in developing personal relationships with our clients to better understand and help with what is most important to them. Typically, our clients are professionals 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 2009 after being a client for seven years. I believe education is important, so after graduating in 2003 from the University of Louisville with honors, I continued my education by earning the AAMS® and the CFP® designations. It's a pleasure for me to give back, which is why I have given my time to our recruiting team, helping bring new female financial advisors to Edward Jones. I have also served as a field trainer working with new financial advisors and am currently our local culture of compliance leader.
My branch office administrators are Debbie and Ashley. They are both a vital asset to our branch. Debbie has been with Edward Jones for 15 years, five here in St. Petersburg. Her husband is a golf professional and her son is a baseball player, and they all love to spend time at the field. Ashley started with Edward Jones three years ago after selling a successful business in Boston and moving here with her husband and Great Dane.
Personally, I volunteer my time at Johns Hopkins All Children's Hospital for the annual A Woman's Journey event. Outside of the office, I enjoy spending time with my husband and 4-year-old son, preferably outdoors. We love to travel as a family and have new adventures. I also enjoy running competitively, yoga, gardening and finding new and healthy recipes.
If you would like to discuss your current financial situation or have questions, please feel free to call our office and schedule a call or web conference.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Health & Nutrition
Phone NumberJennifer K Wright at (727) 392-6911
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