Background
Jennifer Williams has 27 years of experience providing investment management and advisory services to high-net-worth families, foundations, businesses and not for profits and was named to the 2017 Financial Times 400 Top Financial Advisors*.
Jennifer’s direct, real-life experience as an entrepreneur, board member, real estate investor, corporate and investment banker, and financial planner, provides her with a unique knowledge of and perspective on how to properly hold and structure investments while focusing on asset protection and tax implications. She is well qualified to understand and incorporate the risk, return, and correlation of outside business and real estate interests into a properly diversified investment portfolio. While Truist Advisors do not provide tax advice, she assists clients by developing portfolios to manage investments, while minimizing taxes and planning for future distributions.
Jennifer joined the Corporate Banking department of SunTrust Bank (now Truist) in 1994 before moving on to the Corporate & Investment Banking group, where she provided such financing and investment banking services as public debt and equity capital funding for corporations. In 2000, she transitioned to SunTrust (now Truist), providing wealth management, investment management, and advisory services to families, individuals and businesses. Prior to becoming a Financial Advisor, Williams became a member of the SunTrust (now Truist) Foundation & Endowment Specialty Practice in 2010, bringing experience in
assisting not-for-profit organizations by providing investment management and planned giving services.
Investment Adviser Representative, Truist Advisory Services, Inc.
Education
Bachelor of Science, Finance, Cum Laude
University of Florida
Governing for Non Profit Excellence
Harvard Business School | 2016
Personal interests
Jennifer Williams is active in her community and currently sits on the Board of Directors as an Executive Committee member and Treasurer with WEDU. She also volunteers with Think Big for Kids.
Her past board membership and leadership experience includes the Community Foundation of Tampa Bay (board of trustees), the Tampa Bay Estate Planning Council (board of directors), Lifepath Hospice (board of directors), The Spring of
Tampa Bay (board of trustees), SunTrust Women’s Leadership Council (past president), and Leadership Tampa (class of 2002).
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