Jennifer A. McKinnon CFP®

Financial Advisor
919-232-5915

Check me out on BrokerCheck

Education and Professional Affiliations

  • Bachelor of Arts in International Economics and Business from Westminster College
  • Bachelor of Arts in Spanish from Westminster College
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor

Licenses

  • Securities: FINRA Series 7 and 66 Exams
  • Insurance: Life, Accident and Health, Variable Life & Annuity, Medicare Supplement, Long-Term Care

Community Affiliations

  • Active Volunteer with The Carying Place
  • Active Volunteer with Second Chance Pet Adoptions
  • Social Outreach Committee Member, Good Shepherd UCC
  • Former Advisory Board Member of  Passage Home

Personal

  • Married to Kevin J. McKinnon
  • Children: Alex and Julianne