Jennifer Reynolds, CES™

Senior Registered Client Service Administrator

CONTACT INFO

128 East Benson Street
Suite A
Anderson, SC 29624

Direct: 864.261.4379
Office: 864.622.0547
Fax: 864.261.4387

Jennifer Reynolds, CES™

Senior Registered Client Service Administrator

Jennifer’s focus is on providing individualized portfolio management services to our clients. She specializes in estate and trust administration and has completed the Certified Estate and Trust Specialist, CES™ designation. Jennifer brings a wealth of experience and knowledge in assisting clients with complex financial issues. In addition to her CES™ designation, Jennifer has earned her series 7 and 63 licenses.

Jennifer has been with the team from the start and has an excellent rapport with our clients.

Jennifer and her husband, Vern, live in Central and have a daughter, Emma. On the weekends, Jennifer and Vern both work in the rodeo circuit, and Emma competes in junior rodeo events. They enjoy the opportunity to be together as a family while traveling to and working at rodeos.

Education, Credentials & Special Training:

  • FINRA Licenses: Series 7 and 63
  • Certified Estate and Trust Specialist, CES™ designation