Senior Registered Client Service Administrator
128 East Benson Street
Suite A
Anderson, SC 29624
Direct: 864.261.4379
Office: 864.622.0547
Fax: 864.261.4387
Senior Registered Client Service Administrator
128 East Benson Street
Suite A
Anderson, SC 29624
Direct: 864.261.4379
Office: 864.622.0547
Fax: 864.261.4387
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.