Jennie has been with the firm since 2024. She assists Charlie Fitzgerald, Brad Brescia, and Tommy Lucas’ clients with a variety of account services such as new accounts, transfers, 401(k) rollovers, beneficiary changes and account title changes. Jennie also assists in maintaining clients’ cash needs. She works closely with the other Client Service Managers, partners and outside professionals such as estate planning attorneys and CPAs to assure all client needs are met. She has over 19 years of experience in the financial service industry. Jennie graduated with honors from Seminole State College in 2014 with an Associate’s Degree in Business.