Jennifer McManus

Jennifer E. McManus, CDFA®, CRPC®
Vice President Financial Advisor Truist Investment Services, Inc.

2420 Vanderbilt Beach Rd

Naples, FL 34109-0620

About me

Background

Jennifer McManus is a Financial Advisor with Truist Investment Services, Inc. She offers clients more than 23 years of financial services, retirement planning, and investment management experience. Jennifer has developed an investment philosophy based on things you can control such as diversification, asset allocation, cost, discipline, and having a long- term view of goals. Jennifer holds a Certified Divorce Financial Analyst and a Charter Retirement Planning Counselor designation.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

Originally from Baltimore, MD, Jennifer currently reside in Naples, FL with her daughter, Lily. When not at the office, she enjoys spending time at the beach and traveling with her family.

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

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

  • 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

To
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