Jennifer Evans

About Jennifer Evans

As a Principal and Client Advisor at 1919 Investment Counsel, I focus on providing comprehensive wealth and estate management solutions to high-net-worth individuals, families, and institutions. I have more than 17 years of experience in the financial services industry, working with clients across various sectors and regions.I employ an integrated, consultative approach to client matters, coordinating activities for 1919 Birmingham with our firm\'s portfolio managers, financial planners, and client advisors. I help clients achieve their financial goals and objectives by offering tailored services in the areas of financial planning, investment planning, estate planning, philanthropy, risk management, and business succession planning. I am passionate about delivering exceptional client service and building long-term relationships based on trust, transparency, and mutual respect.

Experience

1. Principal, Senior Client Advisor

   1919 Investment Counsel

   Nov 2009 — Present · Birmingham, AL, US

   Jennifer is a Principal at 1919 Investment Counsel. In her role as a Sr. Client Advisor, Jennifer works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. Her primary focus is on understanding each client’s unique goals in order develop and implement tailored solutions to meet their long term wealth and investment objectives. Jennifer is also a member of the Women & Wealth Leader Team, the Responsible Investing Committee, and the Financial Planning Team, and she regularly represents the firm at events and conferences focused on female investors and building wealth with purpose.Outside of the office, Jennifer has volunteered with various organizations, both locally and globally, that are focused on low income and homeless women and children. She is also serving her third term on the Board of the YWCA, where she is the Vice President of Development.Jennifer entered the financial services industry in 1994 working in wealth management and private banking at a regional bank. In 2009, she returned to her career at Sterne Agee Trust, working with high-net-worth clients. Jennifer later joined Sterne Agee’s Family Office Group, which was an addition to the firm’s existing wealth management platform, before joining 1919 in 2015.In her spare time, Jennifer enjoys gathering with family and friends on the Sewanee Mountain with her husband and three daughters. She loves travelling, hiking, reading, photography, and sunsets.Jennifer received a B.A. in English from The University of the South.

Education

• The University of the South

  BA, English

  1989 — 1993

• Columbia University

  Master of Science - MS, Non-Profit/Public/Organizational Management

Skills

• Marketing
• Wealth
• Portfolio Management
• Management
• Wealth Management
• Banking
• Mutual Funds
• Customer Service
• Strategic Planning
• Due Diligence
• Financial Services
• Crm
• Wealth Management Services
• Finance
• Mergers & Acquisitions