Jennifer Williams, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

Jennifer Williams Photo
Jennifer Williams, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

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401 East Jackson Street

Tampa, FL 33602

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About

Jennifer Williams is a Private Financial Advisor with SunTrust Private Wealth Management. She is a twenty-three year veteran with SunTrust providing Investment Management and advisory services to high net worth families, foundations, businesses and not-for-profits. Ms. Williams has been named to the 2017 Financial Times list of 400 Top Financial Advisors*. Ms. Williams is consistently recognized as one of America's Best Financial Planners by the Consumer's Research Council of America. The award is based on her experience, training, professional memberships and financial certifications. Her background as an entrepreneur, board member, real estate investor and financial planner gives her a unique outlook as a financial advisor. She knows how to properly hold and structure investments while focusing on asset protection and tax implications. She is exceptionally qualified to understand and incorporate the risk, return and correlation of outside business and real estate interests, with a properly diversified investment portfolio. She helps clients develop investment policies and portfolios so as to minimize taxes and also plan for future distributions.

Ms. Williams joined SunTrust Bank in 1994, first with the Corporate Banking department and then the Corporate & Investment Banking group, where she provided financing and investment banking services, such as public debt and equity capital funding for corporations. In 2000, Ms. Williams joined the Private Wealth Management Division of SunTrust. She currently provides wealth management, investment management and advisory services to families, individuals and businesses. In 2010 Ms. Williams became a member of the SunTrust Foundation & Endowment Specialty Practice, where she provides family foundation consulting, investment management and planned giving services.

Ms. Williams is a Cum Laude graduate of the University of Florida with a BS in Finance. She has earned the professional designations of Certified Financial PlannerTM (CFP®) and Accredited Portfolio Management AdvisorSM (APMA®). In addition, she has been recognized by the Harvard School of Business - Governing for Non Profit Excellence (GNE-2016), the Cannon Financial Institute Certification: Trust, Wills & Estates and as one of America's Best Financial Planners by the Consumer Research Council (20015-12). Ms. Williams has also served on the Community Foundation of Tampa Bay - board of trustees, the Tampa Bay Estate Planning Council - past board of directors, SunTrust Women's Leadership Council - past president, Leadership Tampa - Alumni Class of 2002, the Spring of Tampa Bay and Lifepath Hospice - past board of trustees and founder of www.canguru.com site providing goal achievement as well as growth & development.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

* Financial Times graded on six criteria: assets under management (AUM); AUM growth rate; experience; advanced industry credentials; online accessibility and compliance records.

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Investment and Insurance Products:

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

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Services provided by the following affiliates of SunTrust Banks, Inc.: Banking products and services are provided by SunTrust Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank, SunTrust Delaware Trust Company and SunTrust Banks Trust Company (Cayman) Limited. Securities, brokerage accounts and insurance (including annuities) are offered by SunTrust Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services, Inc., a SEC registered adviser. GFO Advisory Services, LLC is a SEC registered investment adviser that provides investment advisory services to a group of private investment funds and other non-investment advisory services to affiliates. Mortgage products and services are provided by SunTrust Mortgage, Inc.

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