Jennifer’s Approach
Jennifer E. Jesup
CFP®, MS
Financial Advisor
Overview
Jennifer “Jenny” Jesup serves as a financial advisor in Savant’s Huntsville, Alabama office. She is a CERTIFIED FINANCIAL PLANNER® professional who helps individuals and families make financial decisions, especially during times of transition. With a background in family financial planning, Jenny takes a holistic, education-first approach that helps clients understand their options, clarify priorities, and move forward with purpose. She believes the best financial plans are built through collaboration, clear communication, and an understanding of what truly matters to each family.
She entered the financial services field in 2016, completing several internships, including two with Bridgeworth Financial. She later joined Bridgeworth as an associate advisor and began working for Savant when Bridgeworth joined the firm in 2023. Jenny earned a bachelor’s degree in consumer affairs and a Master of Science (MS) in family financial planning from the University of Alabama.
Jenny married her high school and college sweetheart, Patrick, and they have one daughter. Outside of work, she enjoys cooking, scrapbooking, and running. As a family, they enjoy game nights, traveling, hiking, and spending time with family and friends.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Education
- University of Alabama
Bachelor of Science in Consumer Affairs
Master of Science (MS) in Family Financial Planning
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Year-End Tax Planning for Investors with Significant Wealth Video from Savant Wealth Management
Watch the video "Year-End Tax Planning for Investors with Significant Wealth" to learn expert strategies on tax planning….
Washington, Wall Street, and the Midterms: Separating Political Noise from Investment Fundamentals
What do the 2026 midterms mean for investors? Why staying focused on the long term can matter more…
Markets: Politically Agnostic, Not Immune to Uncertainty
Markets rallied after the 2026 midterms left Washington divided. Here’s what divided government and the lame-duck budget fight…
Year-End Giving Strategies for University Faculty and Staff
Gifting to family or charity this year? Learn what university professionals should know about 529 plans, QCDs, and…
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a CallFind a Savant Location Near You
SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.