Jennifer Ritorto

Jennifer Ritorto, CFP®, CRPC®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

Atlanta

3333 Peachtree Rd NE,

3rd Floor,

Atlanta, GA 30326-1030

About me

Background

Jennifer Ritorto is a Managing Director with Truist Investment Services, Inc., offering clients over 16 years of financial services, retirement planning, and investment management experience. Jennifer earned the professional designation of a Chartered Retirement Planning CounselorSM (CRPC®) and she is a CERTIFIED FINANCIAL PLANNER™ professional. 

Jennifer’s focus is advising on the development and implementation of investment strategies to help clients address their immediate and future goals. She follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results. She also consults on risk management, retirement planning, and other critical financial strategies.

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

Education

Bachelor of Science in Mathematics
University of Georgia 2000 2003

Personal Interests

Jennifer is from Marietta, GA and is a graduate of the University of Georgia with a B.S. degree in Mathematics.

She enjoys spending her free time with her husband (Mike), daughter (Madeleine), son (Carter), and their dog Ellie. With a minor in dance, she also loves choreographing for Georgia Dance Theatre. In addition to dance, she enjoys hiking, running (and training for races), and travelling. 

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

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

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