Jennifer Martinez
Vice President, Investments at Raymond James & Associates
- Role
- Vice President, Investments at Raymond James
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jennifer Martinez
As a third-generation Financial Advisor with over 29 years of experience in the financial…
Experience
Vice President, Investments
Jan 2009 — Present · Dallas-Fort Worth, TX, US
Provide personalized investment management, consulting and planning solutions, along with the highest possible level of service, to assist my individual and small business clients achieve their financial goals.
Skills
- Insurance
- Investments
- Strategic Financial Planning
- Portfolio Management
- Wealth Management
- Retirement Planning
- Women & Investing
- Series 7
- Small Business
- Insurance Solutions
- Educational Funding
- Finance
- Education Funding
- Investment Management
- Investment Strategies
- Retirement Plan Consulting
- Wealth Accumulation Strategies
- Alternative Investments
- Asset Allocation
- Financial Services
- Tax-Advantaged Investment Strategies
- Life Transition Planning
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