Jennifer B. Williams, CFP®, APMA®

Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

The Everstead Group of Truist Investment Services, Inc.

Jennifer Williams has 30 years of experience with Truist and its predecessors, providing investment management and advisory services to high-net-worth families, foundations, businesses and not for profits. Jennifer's direct, real-life experience as a corporate and investment banker, entrepreneur, real estate investor, financial planner, and board member provides her with a unique knowledge of and perspective on how to protect, preserve and grow wealth. She has a unique understanding of the risk, return, and correlation of outside business and real estate interests in a properly diversified investment portfolio.  She assists clients by developing financial and estate plans with a specialty advising on business transition and complex estate planning.

Jennifer joined the Corporate Banking department in 1994 before moving into the Corporate & Investment Banking group, where she provided financing and investment banking services such as public debt and equity capital funding. In 2000, Jennifer became a Certified Financial Planner, CFP® and transitioned into Wealth Management, spending a decade in the Trust Department, learning first-hand the benefits and risks of trusts on future generations. In 2010 Jennifer became a member of the Foundation & Endowment Specialty Practice, specializing in facilitating Family Foundation and Non-Profit governance. Jennifer transitioned her knowledge of investment banking, capital markets, financial, estate and non-profit planning into the Financial Advisory practice she has at Truist, The Everstead Group of Truist Investment Services, Inc. which specializes in the complex needs of ultra-high net worth families, business owners and family offices.

Investment Adviser Representative, Truist Advisory Services, Inc.