Jennifer Morrison is an Associate Wealth Advisor at Acumen Wealth Advisors, serving as a vital link between clients and our wealth services. She plays a pivotal role in generating value for clients, managing complex account administration, and will be providing comprehensive advisory services. Jennifer collaborates closely with service line specialists, effectively leveraging Acumen’s diverse resources to help craft solutions to meet the distinct needs of each client.
Jennifer earned a Bachelor of Arts degree in Social Sciences from the University of Louisiana at Monroe, and an Executive Master of Business Administration in International Business from the University of Tennessee at Chattanooga. Jennifer’s career has encompassed information technology, continuous process improvement, and project and program management. Driven by her strong commitment to service and her desire to make a meaningful difference in the lives of others, Jennifer transitioned to the financial services industry nearly five years ago. She has focused on both advisory and leadership roles in FinTech operations, retirement planning, trust administration, and 401(k) management. Jennifer’s diverse experience provides her with a unique perspective, enabling her to connect effective outcomes with complex needs, foster collaboration, empower and support others, and deliver personalized and transformational value to clients and team members. She is dedicated to consistently learning new skills and enhancing her existing ones to better serve any client or project she undertakes.
“Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what you are doing or learning to do.”
Pele
Jennifer holds the following certifications, designations, and licenses: Project Management Professional (PMP), Certified Scrum Master (CSM®), Lean Six Sigma Green Belt, ITIL Foundation for Service Management, ITIL Service Strategy, and the FINRA Series 7 (General Securities Representative Exam). She previously held the FINRA Series 66 (Uniform Combined State Law Examination).
Jennifer and her husband, Steve, are empty nesters with a large, blended family. They live in Signal Mountain, Tennessee with three rescue dogs they adore. Jennifer loves practicing yoga, crocheting, outdoor adventures, and spending as much time with family as possible.