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Jennifer S
Series 63, Series 66
Spring Hill, FL
Optivise Advisory Services LLC
Jennifer Scherer is a financial advisor with Optivise Advisory Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked at Compass Wealth Group and TD Ameritrade Investment Management, among other firms. Outside of her advisory role, she is president of The Crafting Company, a retail business specializing in personalized designs. Optivise Advisory Services provides portfolio management and financial planning to both individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios managed internally or by sub-advisors and is known for its subscription-priced co-advisory service for employer-sponsored defined contribution plan participants.
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