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As a Senior Financial Consultant on the Strategic Advice (STRAD) Team, Jennifer Marlowe has been providing guidance to investment clients since 1997. She is focused on developing her relationships through a comprehensive understanding of her clients’ unique circumstances and identifying the most appropriate investment solutions for their objectives. She believes that trust, integrity, and superior customer service are the backbone of a professional relationship and her ongoing commitment to an educational and consultative process provides her clients with the peace of mind they deserve.

Recognized as a Financial Paraplanner Qualified Professional™ by the College of Financial Planning, she is qualified to deliver a comprehensive approach to her clients. With a clear understanding of the investment marketplace, her goal is to take a proactive process of capturing investment opportunity while managing risk in her clients’ portfolios. As the markets fluctuate, it is her mission to skillfully guide clients toward meeting their near- and long-term financial objectives through an interactive and ongoing relationship focused on understanding her clients’ needs and risk tolerances. She provides appropriate recommendations and access to various product allocations to equities, fixed income, insurance, and annuities.

Prior to joining the firm in 2005, Jennifer worked at Charles Schwab and Wachovia Securities. She grew up in Phoenix, Arizona and attended Arizona State University where she studied for her Bachelor’s in Business Marketing, before moving to Chicago in 2002. She lives in Chicago with her family, and is a board member of SkyArt (formerly South Chicago Art Center). Jennifer is also a former Associate Board member of Literacy Chicago. She holds FINRA Series 7, 63, and 66 Licenses along with Illinois Life and Health Insurance Licenses.

 

 

Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.