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Jennifer D. Roberts, ChFC®

Jennifer D. Roberts, ChFC®

Jennifer Roberts | Winthrop Partners

Jennifer Roberts | Winthrop Partners

Brochure Supplement: Jennifer D. Roberts, ChFC®

jennifer.roberts@winthroppartners.com

Director of Operations | Chartered Financial Consultant®
With over 30 years of experience in the financial services industry, Jennifer D. Roberts brings a deep well of expertise, professionalism, and passion to her role as Director of Operations. A Chartered Financial Consultant (ChFC®), Jennifer is dedicated to delivering intelligent, effective solutions for clients—particularly in operations and financial planning.
Jennifer’s commitment to client service is unwavering. Whether she’s streamlining firm operations or helping individuals clarify and reach their financial goals, she works tirelessly to ensure each client feels supported, heard, and well-served. If there’s ever a question she can’t answer, you can be sure she knows exactly where to find the answer.

What Jennifer Loves About Her Work
“I enjoy helping individuals with their goal planning and making sure the firm runs smoothly.”

Her Goals for Clients
“My goal is simple: to make our clients happy and ensure they are served well. I’m always ready to help with any matter that comes up.”

Experience & Credentials
Jennifer began her career with the team in 1994, working with them through 1999, and returned in 2007. Her experience includes roles as a registered sales associate and a registered paraplanner at Advest for six years and at Wachovia for two years. In addition to holding the ChFC® designation, she previously held the Registered Paraplanner designation, now known as the Financial Paraplanner Qualified Professional (FPQP).

A Look Into Jennifer’s Life
Outside of work, Jennifer enjoys spending quality time with her husband, Terrance, to whom she’s been married for over 25 years. Together, they have three children—Jordan, Leyton, and Gavin—and two grandchildren, Trey and Cia, who are the light of her life. She’s a proud supporter of all things Buffalo, especially the Buffalo Bills, and she cherishes every opportunity to visit her sons Leyton and Gavin at Coastal Carolina University in South Carolina.

What do you like about being a financial services professional?

I enjoy helping individuals with their goal planning and making sure the firm runs smoothly.

What are your goals for your clients?

Making them happy and assuring they are being served well. I am always willing to help them with any matter.

What experience and credentials do you have?

I am a Chartered Financial Consultant®. I worked with the group originally in 1994 through 1999 and rejoined them in 2007 because I was needed and wanted to come back. In the past, I worked as a registered sales associate and a Registered Paraplanner at Advest for six years, and at Wachovia for two years. I previously held the Registered Paraplanner designation, which is now known as Financial Paraplanner Qualified Professional (FPQP).

What community organizations do you support or belong to?

I have been a volunteer with the Muscular Dystrophy Association and the Kathleen Mary House, a transition home for women facing issues of domestic violence.

Can you give us a glimpse of your personal life?

I am originally from Niagara Falls and currently live in Lake View with my husband, Terrance, and children, Jordan, Leyton and Gavin. In my free time, I enjoy spending time with my friends and family, and experimenting with new recipes.