Jennifer Parker, Financial Advisor

Focus Areas

  • Wealth protection strategies
  • Estate and legacy strategies
  • Wealth strategies
  • Charitable giving
  • Intergenerational planning
  • Business retirement plans

About Jennifer

I believe it's important to invest my time to understand what clients are working towards before they invest their money. I create tailored financial strategies by working closely with my clients, their CPA, attorney and other professionals. A sound financial strategy helps enable clients to protect their financial well-being through natural and unexpected life changes, and eases the transition from one life stage to the next.

Helping business owners is a very important aspect of my business. As a financial advisor holding the CEPA® designation, we afford our clients the luxury of simplicity through our comprehensive financial strategies. The CEPA® designation...

Work History

  • Edward JonesJanuary 2021 to Current

Personal Interests

  • Golfing
  • Curling
  • Traveling
  • Hockey
  • Wine Collecting/Enthusiast

Team Members

  • Janette Caria
    Client Experience Specialist
  • Lisa Gower
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

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Setting your path

We use an established process to help you reach your goals.

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