Legacy and Wealth Planning
Jennifer is a director of Legacy and Wealth Planning for Abbot Downing. She delivers a comprehensive suite of services to our ultra-high-net-worth families, including our Abbot Downing Clarity process. In her role, she is uniquely positioned to understand and coordinate the personal and long-term financial and wealth preservation goals of the families she serves.
Jennifer has provided wealth planning services to multigenerational families for more than 20 years. She was previously a senior wealth planner for Wells Fargo Private Bank. Before joining Wells Fargo, she worked at Ayco, A Goldman Sachs Company, where she helped high-net-worth families with their estate and wealth transfer planning.
Jennifer earned her juris doctor degree with an estate planning concentration from Albany Law School (not currently practicing) and a bachelor’s degree with a dual major in political science and history and a minor in Spanish from Binghamton University.