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Client Service Associate

Jennifer Burleson

  • ChFC®
My goal is to provide value-added services for our clients.

Background

Jennifer is responsible for assisting the Wealth Management teams with operations as well as providing proactive, value-added service to PFA clients. As a client service associate, Jennifer is responsible for setting up new accounts and moving money between our client’s accounts. Jennifer also helps our clients access their accounts online and she coordinates getting tax information to their CPAs. Jennifer assists our team with preparing for meetings and following up on all of the action items related to our clients’ ongoing financial planning work.

Prior to joining PFA, Jennifer worked as a Consumer Loan Credit Analyst at State Farm Bank. Jennifer received her Bachelor’s Degree in Finance from the University of Missouri St. Louis and she earned a Master’s Degree from Webster University. Jennifer has earned her ChFC® designation from The American College.