Jennifer Navin Portrait

Jennifer K. Navin CDFA®

Portfolio Administrator
Phone: 802-662-2763
Toll Free: 802-662-2760
E-Mail: jennifer@backshorewealth.com

Fun Facts

  • 1,560 Miles run a year
  • 11 Years traveling to Hilton Head Island
  • 1 Bucket list item, a trip to Italy

FOCUS

Jennifer has a passion for helping clients make informed investment decisions about their financial future, leveraging her extensive knowledge to deliver a comprehensive planning approach to the client experience. Jennifer specializes in client relationship management. She is a Certified Divorce Financial Analyst® having completed specialized training in analyzing financial issues surrounding divorce.


BACKGROUND AND EXPERIENCE

A Vermont native, Jennifer earned her Bachelors of Science in Business Administration from Saint Michael’s College in 1999 where she also played on the women’s soccer team.

Jennifer began her financial services career in 2000 with First Albany Corporation. She holds her Series 7, Series 63 and Series 65 Securities Registrations. She has over 21 years of experience supporting and managing client relationships. In 2020 she acquired her Certified Divorce Financial Analyst® designation.


AWAY FROM THE OFFICE

Jennifer and her husband Ryan live in South Burlington with their 3 children, Lia, and twins Molly and Rory. Jennifer is an avid runner and enjoys skiing and golfing. She and her family travel to Hilton Head Island every April to enjoy life in the low country. Jennifer is a former youth soccer coach and continues to support youth soccer as well as the Leukemia and Lymphoma Society.



Disclosures

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Backshore Wealth Management Group is not a legal or tax advisor. Wells Fargo is not a legal or tax advisor.

GET IN TOUCH

Call us at 802-662-2760 or  CONTACT US
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