Heron Wealth Welcomes Christopher Jennings, CFP® as Associate Advisor

Chris will work closely with David Edwards, President, preparing financial plans and following up on client requests.

Chris enjoys working with clients of all ages and backgrounds.  Chris believes strongly in providing advice that goes beyond investments.  Chris regularly assists clients with employee benefits selection, cash flow management, tax planning, and behavioral coaching.  

Chris’s experience in financial services spans a decade and includes time spent in a boutique registered investment advisor with a tax planning focus, as well as work at some of the nation’s largest financial institutions. 

Chris earned a Bachelor of Science degree in Finance from the University of Scranton and holds the Certified Financial Planner™ credential, including coursework at Fairfield University in tax and estate planning.  Chris is a graduate of Fordham Preparatory School. 

Chris’s Jesuit education instilled the value of serving his community, and he regularly volunteers with the Epilepsy Foundation of Metropolitan New York.  Chris is a native New Yorker and a member of the New York Botanical Garden, where he regularly visits the conservatory and grounds.  Chris also loves deep-sea fishing and visiting the Jersey Shore with family.

ChristopherJennings@HeronWealth.com
Direct: 347 580-5283