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Jennifer W

CFP®, Series 66

Plant City, FL

Capital Analysts

Jennifer Wright is a CFP® professional with 26 years of experience, currently serving as a financial advisor at Capital Analysts since 2020. Prior to this, she spent 17 years at Ameriprise Financial Services, Inc. Outside of advisory work, she is involved in life and disability insurance sales and serves as Assistant Secretary for the Plant City Lions Club, where she supports board meeting documentation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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