Jennifer T. Stephenson, CPA
Partner, Chief Planning Officer
My NET WORTHWHILE™ is giving families the confidence to live fully and pursue their passions as they approach retirement and beyond.
As the Chief Planning Officer, Jennifer works with the planning, insurance, and generosity teams to deliver support to advisors and a personalized experience to SignatureFD clients. She is involved in all levels of servicing clients’ financial planning needs, including developing and implementing comprehensive wealth management programs in cash flow, retirement planning, risk management and insurance, tax planning, and education funding in an integrated way. She aims to ensure each client has a consistent and holistic experience by integrating the firm’s various disciplines into financial planning. She seeks to help clients achieve their Net Worthwhile by coordinating and pursuing their goals in each of the four pillars: Grow, Protect, Give, and Live.
Before joining SignatureFD in 2012, Jennifer worked in the assurance practice at Ernst & Young for over two years, where she specialized in consumer products. She also worked for a nonprofit, Accion USA, which specializes in microlending. She holds a Master of Professional Accountancy from Georgia State University and a Bachelor of Science in Business Administration from Boston College.
Jennifer is a member of the AICPA and is involved with her church. Jennifer resides in Raleigh, North Carolina, with her husband, Adam, daughter, Hampton, and son, Wyatt. She enjoys spending time traveling the world, golfing, and hiking.SAVE AS PDF
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.