Jennifer Williams is a financial advisor at Community Foundation Tampa Bay. Jennifer has over 20 years of experience in the financial industry, including their previous role as Senior Vice President and financial advisor at Truist Wealth. Jennifer provides advice to clients with a focus on analyzing goals, objectives and priorities, including risk tolerance. Jennifer also analyzes the current state of a client's finances and provides a plan to help accomplish their goals. In addition, Jennifer determines which investment solutions best meet the client's needs and provides ongoing monitoring and advice.
Jennifer Williams has a Bachelor of Science with Honors in Finance from the University of Florida and a certification from the College For Financial Planning as an Accredited Portfolio Management Advisor. Jennifer also has a certification from Certified Financial Planner in Certified Financial Planner.