Jennifer Berdell Email & Phone Number

Founding Partner, Director of Financial Planning and Wealth Management @ KINLOCH CAPITAL

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Jennifer Berdell's Location

Glen Allen, VA, US

Jennifer Berdell's Work

Founding Partner, Director of Financial Planning and Wealth Management @ KINLOCH CAPITAL
Senior Financial Advisor @ Merrill Lynch
Financial Advisor @ Wachovia Securities

Assistant Vice President @ Financeware
Municipal Bond Portfolio Management @ Lowe Brockenbrough & Company
Private Banking Relationship Manager @ Crestar Bank/SunTrust Bank
Sales Support Manager @ Compulife Software Inc
Public Relations Specialist @ SAUNDERS ASSET MANAGEMENT LTD

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Jennifer Berdell's Education

Indiana University of Pennsylvania
Bachelor of Science (Business Marketing)
1988 - 1992

Jennifer Berdell's Skills

Series 7
Wealth Management
Retirement Planning

Uniform Combined State Law
Investment Advisory
Mutual Funds
Series 63
Asset Allocation
Series 65
Saving for Education

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Jennifer Berdell's Summary

Jennifer Berdell, based in Glen Allen, VA, US, is currently a Founding Partner, Director of Financial Planning and Wealth Management at KINLOCH CAPITAL, bringing experience from previous roles at Merrill Lynch, Wachovia Securities, Financeware and Lowe Brockenbrough & Company. Jennifer Berdell holds a 1988 - 1992 Bachelor of Science in Business Marketing @ Indiana University of Pennsylvania. With a robust skill set that includes Series 7, Wealth Management, Retirement Planning, Uniform Combined State Law, Investment Advisory and more, Jennifer Berdell contributes valuable insights to the industry. Jennifer Berdell has 1 email on RocketReach.