About Jennifer Richardson
A native to the Daytona Beach area, Jennifer began her career in the financial services industry in 1997 with a local independent firm, which is where she found her passion for financial planning. In 2006, she graduated from the College for Financial Planning and earned the Certified Financial Planner designation that same year.
Jennifer was thrilled to join Morgan Stanley in 2013. Her comprehensive knowledge and experience show in her passion for working with families to achieve their unique goals. Jennifer strives to establish strong relationships with her clients and builds thorough plans for each of them. Using a comprehensive, supportive, and strategic approach, Jennifer has the skills and experience necessary to create financial plans based on each clients’ goals, objectives, and risk tolerance. In addition to this, she collaborates with insurance agents, attorneys, and CPAs of clients to help them paint a complete picture of their finances.
Jennifer and her husband, Tim, have a son, Jonah. An avid reader, Jennifer is a member of two book clubs. She loves spending time on the water and going to beautiful local beaches with her family, friends, and beloved pets.
Securities Agent: CA, OR, ME, MD, PA, FL, NC, IN, VA, OH, TX, TN, LA, CT, WA, NY, GA, CO, AL, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 1312708