After graduating from Elon University with a degree in Finance,
Jennee began her role as a financial advisor with Barnum Financial
Group. In 2020, she joined the Barnum Financial Group SKG Team, a
team consisting of eight advisors and eighteen support members.
With a large support team, she guarantees an efficient,
comprehensive client experience. Jennee works effortlessly to
provide people with the knowledge and information they need to
make informed financial decisions with confidence.
Jennee also serves as a Transition Solutions Specialist* within
Barnum Financial Group. Aiming to expand financial wellness, the
firm formed an alliance with MetLife’s award-winning financial
programs. When employees experience a change in their group life
insurance benefits, Jennee assists with important, time-sensitive
decisions regarding their coverage options. In addition, she provides
comprehensive financial advice, such as when to begin taking social
security and how to optimize retirement plan distributions. Jennee
specializes in working with families and individuals who are going
through a financial transition and are seeking guidance.
Jennee is focused on working with her clients to build a relationship
that provides them with confidence that they are connected and in
control of their financial life with a clear roadmap for the future.
Elon University (2015-2019)
The Foundation for Life
- Insurance Strategies
- Financial Education
- Student Loan Refinancing
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Jennee’s Licenses and Disclosures