Jennifer L. Kilby

Jennifer Kilby
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Jennifer L. Kilby's Biography

Type Of Business:
Financial Planning and Wealth Management Company
Marketing Area:
National
Expertise:
Ms. Kirby's area of expertise is in financial planning and wealth management.
Major Product/SVS:
Financial and Planning Services including Investment, Retirement and Estate Planning Techniques, Tax and Insurance Services
Favorite Business Publication:
Money Magazine
Hobbies/Sports:
Reading, Football, Supporting the Chicago Bears
Education Degrees:
Bachelor's Degree in Economics and Mathematics, Minor in French, Madison Campus, University of Wisconsin (1992)
Affiliations Awards:
National Financial Partners Corp.
Marital Status:
Married
Children's Names:
Gabriella, Sophia
Spouse's Name:
Anthony
Number Of Years In Profession:
22
Number Of Years In Current Position:
15
What Does He/She Attribute Success To:
Ms. Kirby attributes her success to the value of hard work.
Why did you become involved in your profession or industry?:
Ms. Kirby became involved in her industry through her desire to work within a company with a heritage of helping financial professionals and their clients achieve their personal, professional and financial dreams.
Extended Bio Profile:
Ms. Kirby holds integrity as her highest value. She also believes in investor education and full disclosure of advisor compensation. She is a registered principal and branch manager for LPL Financial, one of the nation’s leading diversified financial services companies and the largest independent broker and dealer supporting more than 12,000 financial advisors nationwide. Ms. Kirby's early career was spent at PricewaterhouseCoopers where she provided comprehensive financial planning education to senior level executives.
Position Responsibilities and Duties:
Providing Comprehensive Financial Planning Education to Senior Level Executives at Prestigious Organizations such as Shell Oil, Dow Chemical, UPS and Harvard University, Generating Profits for Clients, Networking, Managing Retirement Accounts, Protecting Clients' Assets
Education Certifications:
Series 7, 63, 65, and 24, Financial Industry Regulatory Authority; Certified Financial Planner
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