Jennifer Thompson, CFP® serves the firm as a Certified Financial PlannerTM and Client Services Administrator. Her duties with the firm are in the areas of financial planning and client services. She has more than 15 years of experience in the financial services industry working with individual clients.
Ms. Thompson holds a BA in Economics and Political Science from Duke University in Durham, NC and an MBA from the University of Queensland in Brisbane, Australia. A SC licensed insurance agent, she also holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.
She is a Board Member for the Hilton Head Area Council of Estate and Financial Advisors, serves on the Finance Committee for St. Luke’s Church on Hilton Head Island and is a Junior League member.