Skip to main content

Jennifer Wilson

Account Administrator

Jennifer Wilson


Telephone Numbers

Email Address

Team Role: Investment Department Assistant. Jennifer coordinates a variety of client investment needs. Anywhere from handling trades, setting up accounts, facilitating deposits and withdrawals and a host of other critical functions in between. As a seasoned investment department specialist, Jennifer strive to make many of the complicated steps and processes appear seamless.

E-mail Jennifer

Required fields are denoted with an asterisk.