Vice President Financial Consultant@ Fidelity Investments
Sarasota, Florida, United States
Jennifer Doak, CFP®, CWS®
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College for Financial Planning
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Tell me more about Jennifer Doak, CFP®, CWS®?
FlashIntel GPTJennifer Doak, CFP(r), CWS(r), is a highly experienced financial consultant with 16 years of work experience. She specializes in asset allocation, mutual funds, charitable giving, titling and beneficiary designations, and small business retirement plans. Based in Sarasota, Florida, Jennifer is known for her advocacy skills and ability to align talent and resources with her team. She excels in multigenerational communication and is committed to addressing unique situations as your goals and needs in life change. Jennifer has held key positions at Fidelity Investments and Charles Schwab, showcasing her expertise in financial consulting and financial services.
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Emails and Phone Numbers
About
I like to describe my role as an advocate for my clients and their families. One of my main objectives as your advisor is to truly understand what is most important and coordinate with my team to align all talent and resources available to you. Additionally, my multigenerational approach and mutually agreed upon communication plan is tailored to your unique situation, which we will revisit with you as your goals and needs in life change.
Work Experience
Vice President Financial Consultant
Financial Services
Jennifer Doak, CFP®, CWS®'s Professional Milestones
- Sr Financial Consultant (2007-11-01~2020-06-01): Providing expert financial advice and solutions to clients, ensuring their financial stability and success.
- Vice President Financial Consultant (2020-06-01~): Guided clients through complex financial landscapes, leading to increased profitability and profitability.
Education
Skill
Asset Allocation
Mutual Funds
Charitable Giving
Titling And Beneficiary Designations
Small Business Retirement Plans
Investments
401k Rollovers
Certification
Colleagues
John Grdina
Squad Leader Product Owner
Steve Boyd
Director | Cash Product Owner
Laurie Jacques
Product Owner | Product Manager | Agilist | Certified Scrum Master
Melissa Richardson CSPO, CSM, CSP, RSaSP
Product Owner | Software Development Financial Services Business Systems Analysis Relationship Management
Caidi Bolte
Director IT Product Owner | Enterprise Cybersecurity
Other Named Jennifer Doak, CFP®, CWS®
Frequently asked questions
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We found 1 Jennifer Doak, CFP®, CWS®'s phone numbers
Jennifer Doak, CFP®, CWS® works for Fidelity Investments
Jennifer Doak, CFP®, CWS®'s role in Fidelity Investments is Vice President Financial Consultant
Jennifer Doak, CFP®, CWS® works in the industry of Financial Services
Jennifer Doak, CFP®, CWS®'s colleagues are John Grdina,Steve Boyd,Laurie Jacques
Jennifer Doak, CFP®, CWS®'s latest job experience is Vice President Financial Consultant at Fidelity Investments
Jennifer Doak, CFP®, CWS®'s latest education in College for Financial Planning
