Background
Jennifer Williams has 30 years of experience providing investment management and advisory services to high-net-worth families, foundations, businesses and not for profits. She is a founding member of the The Everstead Group of Truist Investment Services, Inc.
Jennifer's direct, real-life experience as an entrepreneur, board member, real estate investor, corporate and investment banker, and financial planner, provides her with a unique knowledge of and perspective on how to properly hold and structure investments while focusing on asset protection and tax implications1. She is well qualified to understand and incorporate the risk, return, and correlation of outside business and real estate interests into a properly diversified investment portfolio. While Truist Advisors do not provide tax advice, she assists clients by developing portfolios to manage investments, while minimizing taxes1 and planning for future distributions.
Jennifer joined the Corporate Banking department of Truist in 1994 before moving on to the Corporate & Investment Banking group, where she provided such financing and investment banking services as public debt and equity capital funding for corporations. In 2000, she transitioned to Truist, providing wealth management, investment management, and advisory services to families, individuals and businesses. Prior to becoming a Financial Advisor, Williams became a member of the Truist Foundation & Endowment Specialty Practice in 2010, bringing experience in assisting not-for-profit organizations by providing investment management, and planned giving services.
1Any comments or references to taxes herein are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on
FINRA's BrokerCheck
Personal Interests
Jennifer Williams is active in her community and currently sits on the Board of Directors as an Executive Committee Member and Secretary with WEDU. She also sits on the Board of Directors of Think Big For Kids.
Her past board membership and leadership experience includes the Community Foundation of Tampa Bay (Board of Trustees), the Tampa Bay Estate Planning Council (Board of Directors), Lifepath Hospice (Board of Directors), The Spring of Tampa Bay (Board of Trustees), SunTrust Women's Leadership Council (past President), and Leadership Tampa (class of 2002).