Jennifer Evans
Principal, Senior Client Advisor at 1919 Investment Counsel | Birmingham, Alabama, United States
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As a Principal and Senior Client Advisor at 1919 Investment Counsel, Jennifer Evans leverages her extensive 17 years of experience in the financial services industry to provide high-net-worth individuals, families, foundations, and endowments with tailored wealth and estate management solutions. Her expertise lies in strategic planning and portfolio management, allowing her to craft customized investment strategies that align with each client’s unique financial goals and aspirations. Jennifer’s approach is deeply client-centric; she prioritizes understanding the intricate dynamics of her clients' financial situations, which enables her to deliver comprehensive investment counsel that addresses both immediate needs and long-term objectives.
At 1919 Investment Counsel, Jennifer has spearheaded key projects that focus on enhancing client engagement and optimizing investment performance. She has successfully implemented innovative asset allocation strategies that not only mitigate risk but also capitalize on emerging market opportunities. Her proficiency in due diligence and mutual funds ensures that her clients are well-informed and confident in their investment choices. Jennifer's commitment to excellence is further reflected in her ability to navigate complex financial landscapes, making her a trusted advisor for clients seeking to manage their wealth effectively.
In addition to her technical skills, Jennifer excels in building lasting relationships with her clients, fostering an environment of trust and transparency. Her background in marketing and management complements her financial acumen, allowing her to communicate complex financial concepts in an accessible manner. As a thought leader in the industry, Jennifer continues to stay ahead of market trends, ensuring that her clients receive the most relevant and effective investment strategies. Her dedication to client success and her strategic vision make her an invaluable asset to 1919 Investment Counsel and the clients she serves.
Principal, Senior Client Advisor at 1919 Investment Counsel in November 2009 to Present
Wealth and Estate Management at The Trust Company of Sterne Agee, Inc. in November 2009 to July 2015
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CRM
Customer Service
Financial Services
Strategic Planning
Wealth Management
Portfolio Management
Wealth
Wealth Management Services
Finance
Banking
Due Diligence
Mutual Funds
Marketing
Management
Mergers & Acquisitions
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Discover more about 1919 Investment CounselWhat is Jennifer Evans email address?
Email Jennifer Evans at [email protected] and [email protected]. This email is the most updated Jennifer Evans email found in 2026.
What is Jennifer Evans phone number?
Jennifer Evans phone number is +12056202318 and +17276144938.
How to contact Jennifer Evans?
To contact Jennifer Evans send an email to [email protected] or [email protected]. If you want to call Jennifer Evans try calling on +12056202318 and +17276144938. (updated on October 30, 2024)
What company does Jennifer Evans work for?
Jennifer Evans works for 1919 Investment Counsel
What is Jennifer Evans's role at 1919 Investment Counsel?
Jennifer Evans is Principal, Senior Client Advisor
What industry does Jennifer Evans work in?
Jennifer Evans works in the Financial Services industry.
Jennifer Evans Email Addresses
Jennifer Evans Phone Numbers
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