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Bethesda

Jennifer Stevens

CFP®

Wealth Advisor

7475 Wisconsin Ave, 11th Floor
Bethesda, MD 20814

Jennifer Stevens

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Jennifer Stevens

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Jennifer

Jennifer supports a team of wealth advisors as they provide high-net-worth clients with financial planning, investment management, and tax planning services. Her passion for finance and helping people spurred her interest in pursuing a career in the wealth management industry.

Jennifer grew up in Vermont, where her mother is a financial advisor. Inspired by her mother’s career, she followed in her footsteps.

College and Professional Milestones

-American University – bachelor’s degrees in economics and criminology

-Has also held financial services roles for Bridgewater Wealth & Financial Management

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