Jennifer Richy delivers detailed, holistic financial solutions utilizing best in class research and partnerships to accomplish clients’ goals and ease the stress of the unknown. As a former attorney and non-profit executive, Jennifer is well suited to working with complex estates and those interested in leaving a lasting legacy of philanthropy.

Jennifer attended University of Florida for her undergraduate and master’s degrees and Stetson University for her Juris Doctor, where she was President of the Student Bar Association. Following law school, Jennifer worked in the investment bank at Credit Suisse before leading several non-profit foundations as Executive Director and COO. She currently serves as a Financial Advisor at Morgan Stanley for ultra-high net worth clients across the United States.