Jennifer J. Jones, CPA, CFP®, CTFA

Trust & Estate Advisor
Windham Brannon Financial Group, LLC

Jennifer works with the Wealth Advisors of Windham Brannon Financial Group and our clients’ attorneys to ensure clients’ estate plans are consistent with their personal and financial goals.  Jennifer’s tax and planning backgrounds together with her experience in trust administration and attention to detail enhance the trust and estate aspects of our financial planning process.

Specialization Includes:

  • Estate Planning
  • Trust Administration
  • Financial Planning

Career Highlights

Before joining the Windham Brannon Financial Group team, Jennifer held the title of Vice President & Trust Advisor for SunTrust Private Wealth Management, where she managed multigenerational fiduciary relationships, assisted clients with wealth transfer strategies and provided family office services.  Prior to SunTrust, Jennifer delivered tax planning to executives, business owners, and high net worth families as a senior tax consultant at Deloitte.  She has also provided trust and estate advisory services to other regional boutique wealth management firms.

Education and Affiliations

  • University of North Carolina at Chapel Hill – B.S. Business Administration
  • University of North Carolina at Chapel Hill – Masters in Accounting, with a concentration in Taxation
  • CPA, Certified Public Accountant
  • CFP®, Certified Financial Planner
  • CTFA, Certified Trust & Financial Advisor

© 2012 Windham Brannon Financial Group, LLC | Terms & Conditions | Client Disclosures | Windham Brannon