Jenna Staton
Senior Wealth Advisor, Managing Director @Wellspring Family Office
Cleveland, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2019 — Present
Senior Wealth Advisor, Managing Director @Wellspring Family Office
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Cleveland, OH, US
EDUCATION
1998 — 2002
David N. Myers University
Bachelor of Science, Accounting
1986 — 1989
Eastlake North High School
College Prep
ABOUT JENNA STATON
Financial professional with over 25 years of industry experience. Areas of expertise include tax compliance and comprehensive tax planning, charitable, gift and estate planning, business succession, and family governance and education. Believes in a holistic approach, using her understanding of the entire family dynamic to recommend and implement strategies to help clients achieve their financial goals and objectives.
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