J ennifer L. Monahan is an Investment Wealth Partner with a ten year history in investment management and financial services with SIMA. Over her tenure, Jennifer has been an investment advisor and wealth manager to individual family clients, successful entrepreneurs, and senior corporate executives as well as working with companies and their employees in the administration of their Employer Sponsored Retirement Plan.
Jennifer employs a comprehensive approach to the plan sponsors with whom she works to help build a framework for the operation of the plan that enables the company to meet the objectives of the plan while reducing fiduciary risk, working with the sponsor to educate and communicate with plan participants, and determine the best possible service solutions now and in the future.
A graduate of James Madison University, Jennifer holds a Bachelor’s degree in Business Administration and continued postgraduate study in fields of investment, insurance, taxation, retirement and estate planning at Virginia Commonwealth University. She is currently pursuing the CFP® designation and holds the Financial Industry Regulatory Authority (FINRA) Series 7, 63, and 65 licenses. Click here to contact Jennifer via email.