Financial Advisor, Private Client Group
Jennifer Morales joined Platinum Wealth Partners in 2017. Jennifer is fluent in Spanish and brings with her 10 years of leadership and customer service experience. Her skills are paramount in enhancing the client’s experience through helping clients with customized solutions to reach their ideal lifestyles. Jennifer graduated from University of Memphis with a B.A. in Spanish in 2006 and graduated from the University of South Alabama with a Master’s in Education in 2011. She also studied at the Universidad de Guadalajara in Mexico. She has experience in business development, has industry experience, is a strategic thinker and is client focused.
Jennifer enjoys spending time with her husband and three kids. She loves reading, traveling, baseball, golf, tennis, and volunteering. She enjoys teaching children in her spare time about entrepreneurship and money skills.
Ella es enfocada al desarrollo económico de la familia y la comunidad Hispana y la protección de sus bienes y sus negocios. Es dedicada a la creación y poner en práctica planes financieros enfocados a las necesidades individuales.
Your Platinum Wealth Partners Advisor provides access to some of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, annuities, life insurance, 401K and portfolio services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most appropriate investment for their clients. At Platinum Wealth Partners, the power of independence means that your financial advisor is able to make the best possible recommendation with only your best interests at heart.
© 2012-2016 Platinum Wealth Partners. All rights reserved. Advisory Services offered through Platinum Wealth Partners, Inc., A Registered Investment Advisor