Jennifer Williams

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.

401 E Jackson St

19th Floor,

Tampa, FL 33602-5209

JenniferWilliams@Truist.com

Phone 813-224-2073

Fax 813-202-7705

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About me

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

Education

Bachelor of Science, Finance, Cum Laude
University of Florida
Governing for Non Profit Excellence
Harvard Business School 2016

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).

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Best-in-State Wealth Management Teams*
Forbes 2023
Best-in-State Wealth Management Teams*
Forbes 2024
Top Women Wealth Advisors**
Forbes 2024
*"Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

**Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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About Our Process

Show Transcript Hide Transcript
Hello. My name is Jennifer Williams and I'm a financial advisor in Tampa, Florida with Truist Wealth. My true passion is helping successful business owners, serial entrepreneurs, and their families manage their entire financial life, not just their business. I bring a unique combination of experiences to my clients. Not only am I a certified financial planner, but I'm experienced in commercial lending, corporate mergers and acquisitions, and raising capital in both the public and private debt and equity markets. I'm married to a serial entrepreneur who has bought and sold over 50 businesses and investment real estate. So I've experienced the emotional roller coaster of birthing, growing, and selling businesses. It's my top priority to give my clients the peace of mind that their financial house is in order so they can focus on their family, businesses, and philanthropic ventures. I'm also certified as an exit planning advisor, helping business owners maximize value through business transitions. As a 2016 graduate of the Harvard Business School governing for nonprofit excellence program, I learned how to use the tax code to leverage philanthropic giving with a focus on giving a hand up not a handout. I enjoy serving in the community having volunteered and served on many boards, including the Community Foundation of Tampa Bay, LifePath Hospice, and Think Big for Kids. As a mother of three boys, I'm passionate about teaching children financial literacy. If you're an entrepreneur or a philanthropic individual looking for a financial advisor who specializes in working with like minded professionals, I can't wait to meet you.

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    The information and material presented in this video are for general information only and do not specifically address individual investment objectives, financial situations or the particular needs of any specific person. Nothing in this material constitutes individual investment, legal or tax advice. Investments involve risk and an investor may incur profits or losses. Claims made in this video may not be representative of the experience of other clients and are not indicative of future performance or success.

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