Jennifer Elise Myers
Chief Executive Officer bij Sage Financial Management Group, Inc.
Profiel
Ms. Jennifer E.
Myers is a President at Sage Financial Management Group, Inc. She has more than two decades of experience in the financial industry, she works with clients to help them fulfill their life and family goals while translating complex financial matters into understandable, manageable, and successful strategies.
She serves as Chair of the firm’s Investment Committee and maintains close working relationships with clients to ensure that investment portfolios and broader financial objectives remain closely aligned.
Prior to establishing SageVest, Ms. Myers served as partner and vice president of Freed Myers, a wealth management firm in Chevy Chase, Maryland.
She received her Bachelors in Business Administration and Masters in Business Administration from The George Washington University.
She also received the Certified Financial Planner.
Actieve functies van Jennifer Elise Myers
Bedrijven | Functie | Begin |
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Sage Financial Management Group, Inc.
Sage Financial Management Group, Inc. Investment ManagersFinance Sage Financial Management Group, Inc., dba SageVest Wealth Management (SageVest), is an independent, SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Jennifer Myers in 2007. SageVest provides comprehensive investment and wealth management services to individuals, families, trusts, and small businesses. | Chief Executive Officer | 15-05-2007 |
Opleiding van Jennifer Elise Myers
George Washington University | Masters Business Admin |
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Bedrijven in privébezit | 1 |
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Sage Financial Management Group, Inc.
Sage Financial Management Group, Inc. Investment ManagersFinance Sage Financial Management Group, Inc., dba SageVest Wealth Management (SageVest), is an independent, SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Jennifer Myers in 2007. SageVest provides comprehensive investment and wealth management services to individuals, families, trusts, and small businesses. | Finance |