Jennifer M. Bravo, CFP®, CSRIC™

Investment Advisor at Entrust Financial LLC
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Credentials

  • Chartered SRI Counselor
    College for Financial Planning
    Sep, 2020
    - Oct, 2024
  • CFP®
    CFP Board
  • Series 63
    Financial Industry Regulatory Authority (FINRA)
  • Series 65
    Financial Industry Regulatory Authority (FINRA)
  • Series 7
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Entrust Financial LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Investment Advisor
      • Aug 2017 - Present

      EXPERTISE INCLUDES: • Holistic planning that allows you to confidently take control of your financial situation. • Personalized business planning that is easily implemented and adapts to your changing needs. • Retirement planning designed to ensure financial independence throughout your lifetime. • Investment strategies to protect your money from the impact of taxes. EXPERTISE INCLUDES: • Holistic planning that allows you to confidently take control of your financial situation. • Personalized business planning that is easily implemented and adapts to your changing needs. • Retirement planning designed to ensure financial independence throughout your lifetime. • Investment strategies to protect your money from the impact of taxes.

  • Wechsler Marsico Simpson
    • Financial Advisor
      • Jan 2015 - Aug 2017
  • Bank of America Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate - Debt Capital Markets
      • Oct 2010 - Jul 2014

      Debt Capital Markets issuer relationship management for structured notes, covering all asset classes for both retail & institutional distribution in the Americas. Debt Capital Markets issuer relationship management for structured notes, covering all asset classes for both retail & institutional distribution in the Americas.

  • Bank of America
    • United States
    • Banking
    • 700 & Above Employee
    • U.S. Trust - Client Sales & Service Officer
      • May 2010 - Oct 2010

      Bank of America Private Wealth Management

    • Corporate Treasury Analyst
      • Jun 2008 - May 2010

      Completed a 2-year accelerated development analyst program featuring rotations in Project Management & Global Funding/Liquidity Risk Management.

Education

  • Clemson University - College of Business and Behavioral Science
    B.S., Financial Management
    2004 - 2008
  • New York University - Leonard N. Stern School of Business
    Certificate, Financial Planning
    2013 - 2014

Community

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