Jennifer Stevens, MSA

Associate Wealth Advisor

Bethesda, MD
Community

Sitar Arts Center; Leadership Council Member

Jennifer is a Tax Associate at The Colony Group, responsible for gathering the important information necessary to complete the tax filings for our clients whether they are individuals, companies, or partnerships. As the liaison between our clients and their tax advisor, she works closely with clients to make sure that they are comfortable and informed throughout the process. Her excellent organizational skills, attention to detail and helpful attitude contribute to the efficient operation of the tax department.

Jennifer served as a Tax Associate with Bridgewater Wealth & Financial Management prior to merging with The Colony Group. She also worked as a legal assistant for a law firm in Washington, D.C.

She earned a Master of Science in Accounting and a Bachelor of Science in Economics and a Bachelor of Arts in Criminology from American University. She also studied abroad at Trinity College in Dublin, Ireland.

Jennifer has actually eaten ice cream with both Ben and Jerry of Ben and Jerry’s!

Published Insights

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...