Jennifer has been working in the financial services industry since 2007. Prior to joining Baird Private Wealth Management in 2019, she worked at Citi Personal Wealth Management-Citibank and Wells Fargo within Private Bank where she earned her licenses, worked on her product knowledge, and helped financial advisors and bankers grow their businesses. While at Citi, she was selected as part of the top 10% of Wealth Relationship Managers to attend Wharton for executive education.
She is an Associate Financial Advisor in the McLean office where she is responsible for overseeing the day-to-day functions, aiming to drive the efficiency of the branch and the surrounding branches while upholding Baird’s values and ethics. She is also responsible for the supervision and development of support staff, the growth of teams, and the onboarding of new recruits as well as supervisory duties pertaining to security operations. Jennifer pursued a finance degree from Strayer University and holds the Series 7, 66, 9, and 10, FINRA exams and is life/health insurance licensed. She lives in Leesburg, VA with her husband and daughter. During her free time, she actively volunteers with local non-profit organizations and enjoys spending time with her family.