Jennifer Stevens, MSA, CFP®

Associate Wealth Advisor

Bethesda, MD
Jennifer Stevens

Sitar Arts Center; Leadership Council Member

Jennifer is an Associate Wealth Advisor at The Colony Group. 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.

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