As Client Services Manager at Capital Wealth Advisors in our Charlotte, NC office, Jennifer plays a key role in enhancing client relationships by streamlining service processes and ensuring each client receives tailored support.
Prior to joining Capital Wealth Advisors in 2024, Jennifer served as Client Service Associate at Corient from 2019-2024. Her earlier experience spans roles in real estate, logistics, and sales support, where she developed diverse client service needs across financial, administrative, and operational settings.
Jennifer resides in the Carolinas with her husband, where she treasures time spent with family, especially her grandchildren. She enjoys staying active, socializing with friends, travelling, and spending sunny days out on the water.
BBA in Business Administration, Georgia Southern University
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