Jennifer Butler

Client Relationship Manager

Jennifer Butler is a dedicated Client Relationship Manager, ensuring seamless client experiences. She holds a Master of Science in Clinical Social Work from New York University and is a Certified High-Performance Coach, NLP Coach, and Communication & Life Mastery Specialist. With a strong background in coaching, communication, and client engagement, Jennifer specializes in building lasting relationships and providing exceptional support. She works closely with clients to ensure their needs are met, allowing the team to focus on delivering top-tier financial planning and wealth management services.

Phone 917-846-6245