Broker Check

Boca Raton Office

1001 W. Yamato Rd

Suite 306
Boca Raton, FL 33431
Jennifer Power, CFP®

Jennifer Power, CFP®

Director of Client Services

Jennifer Power is a CERTIFIED FINANCIAL PLANNER™ practitioner with 20 years of experience in the financial services industry.  Along with her CFP® certification, Jennifer holds an MBA from Florida Atlantic University with an emphasis in financial planning. She holds her Series 7 securities registration and Florida Life and Health Insurance license.

After graduating from Florida State University in 1998 with a Bachelor’s Degree in Finance, Jennifer began her career at SunTrust Bank in its Management Training Program where she learned all aspects of the banking business with a focus on commercial lending.  She held various positions at SunTrust and then went on to join a team at Washington Mutual that was starting up a commercial banking division. She ended up rejoining SunTrust in its Private Wealth Management group and went on to become a Credit Advisor to high net worth clients.  Jennifer was then given an opportunity to work for The Northern Trust as a commercial banker, where she served high net worth clients.

Jennifer has a strong background in financial analysis in both a commercial business and individual context.  She joined this firm because she is passionate about financial planning and helping clients achieve their financial goals.

Jennifer is an active member in her community.  She is involved with organizations like the Kappa Alpha Theta Alumni Chapter, St. Joseph’s Episcopal Church and participates in several charity races to support causes such as the Susan B. Komen Race for the Cure. A Florida native, Jennifer resides in Lake Worth with her husband and two children.