09 Feb Jennifer Jones
Jennifer Jones is a key member of our Financial Planning team with over 20 years of experience in trust and estate planning. Jennifer serves as a Planning Consultant who collaborates with our Wealth Advisors, clients, and clients’ attorneys on estate planning matters. She serves as a resource for our overall estate planning, both tax and non-tax driven, and provides assistance with lifetime transfer planning and charitable donation strategies.
Before joining the Gratus team, Jennifer was Vice President & Trust Advisor for SunTrust Private Wealth Management, where she managed multi-generational fiduciary relationships, assisted clients with wealth transfer strategies, and provided family office services. Prior to SunTrust, Jennifer delivered tax planning to executives, business owners, and high net worth families as a senior tax consultant at Deloitte. She has also provided trust and estate advisory services to other regional boutique wealth management firms.
Jennifer received both a Bachelor of Science in Business Administration and Master of Accounting with a concentration in taxation from the University of North Carolina at Chapel Hill. She holds designations as a Certified Public Accountant, a Certified Financial Planner™, and a Certified Trust & Financial Advisor.
Jennifer is a regular volunteer at her children’s schools with the cultural arts program and prospective families and in the classroom. She enjoys supporting children’s causes in general. She is active in her church, where she teaches Sunday School and assists with planning fellowship events. To honor her creative side and detailed nature, she also serves on the architectural review board for her neighborhood.
Outside the Office
When not in the office, Jennifer enjoys spending time with her family and appreciating her husband’s culinary skills.