Jennifer Williams

Jennifer B. Williams, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.

401 E Jackson St

Suite 1900,

Tampa, FL 33602-5209

About me

Background

Jennifer Williams has 27 years of experience providing investment management and advisory services to high-net-worth families, foundations, businesses and not for profits and was named to the 2017 Financial Times 400 Top Financial Advisors*. 

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 implications. 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 taxes and planning for future distributions.

Jennifer joined the Corporate Banking department of SunTrust Bank (now 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 SunTrust (now 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 SunTrust (now Truist) Foundation & Endowment Specialty Practice in 2010, bringing experience in assisting not-for-profit organizations by providing investment management, and planned giving services.

Investment Adviser Representative, Truist Advisory Services, Inc.

*Financial Times ranking based on assets under management (AUM), AUM growth rate, Years of experience, Compliance record, industry certifications and online accessibility. Financial Times 2017. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.
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 Treasurer with WEDU. She also volunteers with 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 and/or wealth 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

Financial Times 400 Top Financial Advisors*
Financial Times 2017
Gold Performance Excellence Award Winner**
SunTrust now Truist 2017
*Financial Times ranking based on assets under management(AUM), AUM growth rate, Years of experience, Compliance record, industry certifications and online accessibility. Financial Times 2017. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.  

**The Truist Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.
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About Our Process

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.