Jennifer T. Stephenson

Jennifer guides the planning team in delivering support to advisors as well as a personalized experience to SignatureFD clients. She focuses on putting processes in place to help ensure a consistent client experience in all levels of financial planning, including the areas of cash flow, retirement planning, risk management, tax planning, and education funding. Jennifer also dedicates her time to her team’s growth with the development and implementation of training and mentoring programs for interns and junior planners.

Prior to joining SignatureFD in 2012, Jennifer worked in the assurance practice at Ernst & Young for over two years, where she specialized in consumer products. She also worked for a nonprofit, Accion USA, which specializes in microlending. She holds a Master of Professional Accountancy from Georgia State University and a Bachelor of Science in Business Administration from Boston College.