Jennifer T. Stephenson, CPA
Director of Financial Planning
My NET WORTHWHILE™ is giving families the confidence to live fully and pursue their passions as they approach retirement and beyond.
As the Director of Financial Planning, Jennifer guides the planning team in delivering support to advisors as well as a personalized experience to SignatureFD clients. She focuses on putting processes in place to help ensure a consistent client experience in all levels of financial planning, including the areas of cash flow, retirement planning, risk management, tax planning, and education funding. Jennifer also dedicates her time to her team’s growth with the development and implementation of training and mentoring programs for interns and junior planners.
Prior to 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 Georgia Society of CPAs, North Carolina Association of CPAs, and is involved with The First Tee, a program that provides a platform to encourage core values and healthy choices for kids.
Jennifer resides in Raleigh, North Carolina with her husband, Adam, and daughter, Hampton. 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.