Jennifer Waugh

Vice President, Advanced Planning

Jennifer Waugh, CFP®, AEP®, is currently the Vice President of Advanced Planning at Fidelity Investments, a position held since 2021. They previously served as a Wealth Manager at HFS Wealth Management from 2019 to 2021 and completed their internship as a Paraplanner at Evensky & Katz in 2013. Jennifer holds a B.S. in Personal Financial Planning, graduating Summa Cum Laude from Texas Tech University in 2013, and began their academic journey in Accounting at Abilene Christian University from 2009 to 2011.

Location

Wake Forest, United States

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