At Modern Wealth, we all come from different backgrounds—that much is true.
But we’re joined together through our shared desire to guide you safely through whatever changes life brings your way.
Jennifer Lee, AWMA®, AIF®
Wealth Advisor | 941-251-0510 | email@example.com
Jennifer grew up in the world of financial advising by going on appointments with her father and to his office on weekends. Watching how he served his clients, she gained
... a solid understanding of the work ethic and values of a dedicated financial advisor. Today as Founding Partner of Modern-Wealth, Jennifer directs her financial acuity to helping those who are in financial transition - whether divorcing, recently widowed, buying or selling a business, retiring, inheriting assets or merging families after remarriage. Her goal is to be a trusted advisor who provides independent analysis, develops strategy, and walks clients through the process of understanding their financial lives.
Working collaboratively with clients and their other advisors, Jennifer and her team help clients cut through the noise and make sound financial decisions.
Originally from Maryland, Jennifer brings a wealth of experience to her work. Jennifer founded Modern-Wealth in Maryland 21 years ago, relocating to Lakewood Ranch in 2012. Since transitioning her practice into Florida, Jennifer has been involved various community programs (i.e. Manatee Memorial Women's Action Committee, Chamber of Commerce, S.W.A.T.). She loves the area's arts and culture and it's gorgeous beaches as well as cooking, entertaining, and making jewelry in her down time. She also delights in one of the perks of her job - throwing the occasional "Retirement" or "Independence Day" party for clients.
Her most recent endeavor; Jennifer wrote a book entitled “Squeeze The Juice.” This easy to read, easy to understand book acts as a guide mixing her own life experiences, career expertise and through provoking passages that encourage you to be your best self.
COO | 941-251-0510 | firstname.lastname@example.org
Like many, my life has been shaped by my family. I grew up as the second-oldest in a house of 8 girls. As a result, nurturing others became second nature to me.
The urge to care for others remains an integral aspect of my personality; when my children describe me, they describe me as someone who is never satisfied until everyone is taken care of, regardless of who or what the issue may be.
That’s not a mindset reserved strictly for my friends and family, either—it’s the mindset that influences my approach with clients. Behind every client lies a person, an individual with needs and concerns that don’t just disappear when they walk into my office.
The move to Florida and Modern-Wealth several years ago have been unexpectedly rewarding and fulfilling in so many ways. Having worked for banks for nearly 40 years this new environment has allowed me to enjoy the warmer weather, spend more time with my family, and discover the thrill of a new city. I plan to continue my mission of caring for clients; providing them with a portfolio of professional services and strategies fashioned to provide them with comfort and financial independence.
Life & Health Insurance Advisor | 941-251-0510 | email@example.com
As a young child, Susan saw the value of being prepared for loss. Her parents knew to be prepared for the unexpected and the cost of a potentially single-parent home.
Life & Health Insurance Advisor | 941-251-0510 | firstname.lastname@example.org
What defines a passion? In my point of view, it’s something that runs far deeper than a superficial enjoyment. For example: I enjoy travel, music, motorcycles, and (of
Life & Health Insurance Advisor | 941-251-0510 | email@example.com
From the outside, my family looked like they had it all: my husband and I had been in a committed marriage for twelve years, we had two sons who we loved dearly
Life & Health Insurance Advisor | 443-928-2595 | firstname.lastname@example.org
Have you ever felt like there was something missing in your life, that you could achieve so much more if you weren’t being held back by the status quo? You’re not
Have you written your love letter? Reach out today, and we can talk about what matters most to you—and how you can protect it.