Jennifer Stevens, MSA, CFP®

Wealth Advisor

Bethesda, MD
Jennifer Stevens

Sitar Arts Center; Leadership Council Member

Jennifer is a Wealth Advisor at the firm. She supports a team of wealth advisors as they serve clients, including financial planning, investment management, and tax planning for high-net-worth individuals. Her passion for finance and helping people spurred her interest in pursuing a career in the wealth management industry. Jennifer is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Jennifer previously served as a Tax Associate with Bridgewater Wealth & Financial Management. Jennifer earned a Master of Science in Accounting while working as a Tax Associate. As a Tax Associate, she prepared tax returns for high-net-worth clients and trusts.

She earned her Bachelor of Science in Economics and a Bachelor of Arts in Criminology from American University. Jennifer grew up in Vermont where her mother is a financial advisor. She was inspired by her mother’s career and has followed in her footsteps.

Published Insights

5 Things Women Should Know About Taxes After A Divorce

Although we are past the April 15th deadline, it is still important to consider tax implications throughout the year as your financial circumstances evolve. The transitions that women navigate...

How to Maximize 529 Plans to Pay for Education Expenses (or not)- Part II

529 plans are a tax-advantaged way to save for college expenses because they allow tax-free earnings growth and tax-free withdrawals when funds are used specifically for qualified higher education...

How to Maximize 529 Plans to Pay for Education Expenses (or not) – Part I

Learn about recent changes to the 529 college plans and what expenses are allowed with this quick guide. With the start of the new school year, now is a...

Everything You Always Wanted to Know About: Debt

What’s the difference between productive debt and destructive debt? The Colony Group’s Jennifer Stevens, MSA, CFP®, Associate Wealth Advisor, explains in this...

Best Ways to Avoid Tax Fraud Scams

With the recent surge in tax fraud and identity theft, here's what you need to do to avoid being the next...