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

Get directions

See all locations

About me

Background

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.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science, Finance, Cum Laude
University of Florida 1994
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 of WEDU, the West Florida Public Broadcasting System. She also sits on the Board of Directors of Think Big For Kids and the Professional Advisory Committee of The Community Foundation of TampaBay.

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

  • 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

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Accomplishments

Best-in-State Wealth Management Teams*
Forbes 2024
Best-in-State Wealth Management Teams*
Forbes 2025
Top Women Wealth Advisors**
Forbes 2024
Top Women Wealth Advisors**
Forbes 2025
*Each team of 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 and assets under management. The award was presented on January 2024/2025 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.

Locations

Loading location info...
Return to list view

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
 Fax {4}

{0} {1}

Recommended Resources

    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}

    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.

    Component ID : "accordionGridLayout-1288434688"
    Model : "disclaimer"
    Position : "left"

    Disclosures

    Truist Bank, Member FDIC. © 2025 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, LightStream, and the LightStream logo are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

    Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications 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.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Please note that Truist provides translations of webpages, documents and disclosures as a courtesy and in the event of any inconsistencies or discrepancies between the English content and the translated content, the English content supersedes the translation. Truist offers phone support in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages, please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2025, Truist. All Rights Reserved.