Jenny is a Financial Planning Analyst with the Young & Associates team at Rockefeller. She worked at Morgan Stanley as a Wealth Advisor Associate where she worked with Financial Advisors in New York City to create financial plans for their clients. Jenny started her career in 2018 at PNC Bank focused on banking and lending solutions for high net-worth clients. She believes that financial planning is the foundation of a successful financial life. In getting to know each client she helps; identify financial goals, build a plan, suggest and implement recommendations, confer with Cheryl to create an investment strategy best suited to achieve each client’s goals, and most importantly keep the plan up to date as our lives are frequently changing.
Jenny holds her CERTIFIED FINANCIAL PLANNER™ certification. This designation provides Jenny with a wealth of knowledge on a wide variety of topics such as education, retirement, tax, and estate planning, which allows her to provide the highest quality of advice to clients. She also holds both her Series 7 and 66 FINRA securities licenses.
Jenny graduated from the University of North Carolina at Chapel Hill with a bachelor’s degree in Business Administration. She was a Johnston Scholar and received this esteemed scholarship based on her outstanding leadership background. She resides in Charlotte, North Carolina and enjoys golfing, water skiing, reading and hanging out with her dog Jax in her free time.