Jennifer Stevens, Cfp®
About Jennifer Stevens, Cfp®
Jennifer Stevens, CFP®, is an Associate Wealth Advisor at The Colony Group in the Washington D.C. Metro Area, where she has worked since 2018. She holds a B.A. in Justice and a B.S. in Economics from American University, as well as a Master's degree in Accounting from the Kogod School of Business.
Work at Colony
Jennifer Stevens has served as an Associate Wealth Advisor at The Colony Group since 2018. In this role, she provides financial advisory services, focusing on wealth management strategies for clients in the Washington D.C. Metro Area. Her experience in the financial sector allows her to assist clients in navigating complex financial decisions.
Previous Employment Experience
Before joining The Colony Group, Jennifer worked at Bridgewater Wealth & Financial Management as a Tax Associate from 2016 to 2020. Her responsibilities included tax planning and compliance for clients. Prior to that, she was a Legal Assistant at Kellogg, Huber, Hansen, Todd, Evans & Figel from 2014 to 2016, where she supported legal operations.
Education and Expertise
Jennifer holds a Bachelor of Arts (B.A.) in Justice with a focus on Criminology and a Bachelor of Science (B.S.) in Economics from American University, where she studied from 2010 to 2014. She furthered her education at the Kogod School of Business at American University, earning a Master's degree in Accounting from 2016 to 2018. Additionally, she studied Social Sciences and Economics as a Visiting Student at Trinity College Dublin in 2012.
Early Career Roles
Jennifer's early career included various roles that contributed to her professional development. She worked as a Work Study Student in the Office of Alumni Relations at American University from 2013 to 2014. Earlier, she gained customer service experience as a Server at Le Pain Quotidien from 2011 to 2012.