Jennifer K. Navin CDFA®

Focus

Jennifer has over twenty years of experience helping clients make informed investment decisions as well as delivering a comprehensive planning approach. Jennifer has a deep understanding of the financial markets and a commitment to helping her clients achieve their financial goals. She provides guidance in portfolio construction, risk management, budgeting, and retirement income strategies. Jennifer is a Certified Divorce Financial Analyst® and works with individuals regarding financial issues surrounding divorce.

Background And Experience

A Vermont native, Jennifer earned her Bachelor 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 a predecessor of Wells Fargo Advisors. She holds her Series 7, Series 63 and Series 65 Securities Registrations. She has over twenty 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 live in South Burlington with their three children. Jennifer is an avid runner and enjoys skiing and golfing. She and her family visit Hilton Head Island every April to enjoy life in the low country. Jennifer is a former Greater Burlington Girls Soccer League 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.

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