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Jenna Rawlings Email & Phone Number
Client Management Consultant
at
CAPTRUST
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Management Consultant
Location
Boston, Massachusetts, United States
Company size
Who is Jenna Rawlings? Overview
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Quick answer
Jenna Rawlings is listed as Client Management Consultant at CAPTRUST, a with 621 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Jenna Rawlings.
Jenna Rawlings previously worked as Senior Client Management Associate at Captrust and Wealth Associate II at Washington Trust Wealth Management. Jenna Rawlings holds Finance, Corporate Finance from Isenberg School Of Management, Umass Amherst.
Company email context
Email format at CAPTRUST
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CAPTRUST
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Profile bio
About Jenna Rawlings
As a Wealth Associate in the field of Wealth Management, I am passionate about helping individuals and families achieve their financial goals and build a secure future. With a comprehensive understanding of investment strategies, financial planning, and risk management, I am committed to providing solutions that align with each client's unique needs and goals.💼 Professional Background:With a solid foundation from working at an RIA, I bring a wide range of experience to my role as a Wealth Associate. My background includes hands-on experience in portfolio management, asset allocation, and financial analysis. I have successfully collaborated with advisors and high-net-worth individuals, to create customized portfolios and financial plans that optimize growth and mitigate risk.🔍 Expertise:Client Service: Building strong, trust-based relationships with clients through open communication and a client-centric approach.Portfolio Management: Crafting and managing investment portfolios tailored to individual risk tolerance and financial objectives.Financial Planning: Developing comprehensive financial plans to address short-term and long-term goals, including retirement, education, and estate planning.Risk Mitigation: Implementing strategies to safeguard assets and navigate market fluctuations.🚀 Philosophy:I believe in a holistic approach to wealth management, combining strategic financial planning with a proactive mindset to adapt to evolving market conditions. I aim to empower clients with the knowledge and resources they need to make informed financial decisions, fostering a sense of confidence and security.🌐 Continuous Learning:As a dedicated professional in the financial advisory realm, I am working to achieve the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, the standard of excellence for financial advisors.
Current workplace
Jenna Rawlings's current company
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Captrust
4 roles
Jenna Rawlings work experience
A career timeline built from the work history available for this profile.
Senior Client Management Associate
Wealth Associate Ii
- Brought in $1.2M of new client assets, achieving the highest net new business in the office for 2023- Cultivated and maintained strong relationships with high-net-worth clients, serving as their primary point of contact for financial inquiries and requests- Helped retain $400M of client assets after an advisor's departure- Reassured clients during periods of advisor change and introduced the new advisor to the relationship- Facilitated client meetings to present financial plans, performance numbers, and offer counsel- Assisted in the management of diverse investment portfolios, monitored market trends, and executed trades in alignment with client’s risk tolerance and financial goals- Conducted comprehensive financial analysis to develop tailored wealth management strategies, including investment portfolio diversification, estate planning, and tax optimization, resulting in client wealth preservation and growth- Utilized financial planning and analysis tools, such as eMoney, MoneyGuidePro, and Morningstar Advisor Workstation to create and present financial plans, projections, and recommendations to clients
Jan 2023 - Oct 2023
Wealth Associate I
- Helped retain $500M of client assets after a multiple advisor departure- Created and built out 200+ client profiles on eMoney, increasing client eMoney adoption and assets under management- Prepared balance sheets, financial independence models, asset allocation models, and performance reports for client portfolio reviews- Completed account opening paperwork, along with any additional paperwork needed to accomplish client requests- Read and analyzed trust documents to distribute managed trust assets to beneficiaries- Analyzed investments in client portfolios and made recommendations based on client’s risk tolerance while considering tax consequences- Researched mutual funds, ETFs, and other investments for use in client portfolios- Collaborated with a team of financial advisors, investment analysts, and other wealth associates to provide comprehensive financial planning and excellent client service
Apr 2021 - Dec 2022
Team & coworkers
Colleagues at CAPTRUST
Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →
SR
Scott Roland
Colleague at CaptrustNashville Metropolitan Area, United States
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EV
Ethan Vest
Colleague at CaptrustRichmond, Virginia, United States
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HM
Harriet Marmon Helmle, Cpa
Colleague at CaptrustSan Antonio, Texas, United States
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RB
Ryan Baybutt
Colleague at CaptrustRichmond, Virginia, United States
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WM
Wesley M. Boyce, Cfp®
Colleague at CaptrustGreenville-Spartanburg-Anderson, South Carolina Area, United States
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VB
Vic Bell
Colleague at CaptrustAtlanta, Georgia, United States
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CC
Cara Cannon
Colleague at CaptrustBoston, Massachusetts, United States
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BN
Bob Nachman
Colleague at CaptrustGreenville-Spartanburg-Anderson, South Carolina Area, United States
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LE
Larry Elliott, Cfp®, Aif®
Colleague at CaptrustAtlanta, Georgia, United States
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PT
Phyllis Tuttle, Mba
Colleague at CaptrustGreater Wilmington Area, United States
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Scott Roland
Colleague at CaptrustNashville Metropolitan Area, United States
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EV
Ethan Vest
Colleague at CaptrustRichmond, Virginia, United States
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HM
Harriet Marmon Helmle, Cpa
Colleague at CaptrustSan Antonio, Texas, United States
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RB
Ryan Baybutt
Colleague at CaptrustRichmond, Virginia, United States
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WM
Wesley M. Boyce, Cfp®
Colleague at CaptrustGreenville-Spartanburg-Anderson, South Carolina Area, United States
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VB
Vic Bell
Colleague at CaptrustAtlanta, Georgia, United States
View →
CC
Cara Cannon
Colleague at CaptrustBoston, Massachusetts, United States
View →
BN
Bob Nachman
Colleague at CaptrustGreenville-Spartanburg-Anderson, South Carolina Area, United States
View →
LE
Larry Elliott, Cfp®, Aif®
Colleague at CaptrustAtlanta, Georgia, United States
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PT
Phyllis Tuttle, Mba
Colleague at CaptrustGreater Wilmington Area, United States
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1 education record
Jenna Rawlings education
FAQ
Frequently asked questions about Jenna Rawlings
Quick answers generated from the profile data available on this page.
What company does Jenna Rawlings work for?
Jenna Rawlings works for CAPTRUST.
What is Jenna Rawlings's role at CAPTRUST?
Jenna Rawlings is listed as Client Management Consultant at CAPTRUST.
Where is Jenna Rawlings based?
Jenna Rawlings is based in Boston, Massachusetts, United States while working with CAPTRUST.
What companies has Jenna Rawlings worked for?
Jenna Rawlings has worked for Captrust and Washington Trust Wealth Management.
Who are Jenna Rawlings's colleagues at CAPTRUST?
Jenna Rawlings's colleagues at CAPTRUST include Scott Roland, Ethan Vest, Harriet Marmon Helmle, Cpa, Ryan Baybutt, and Wesley M. Boyce, Cfp®.
How can I contact Jenna Rawlings?
You can use AeroLeads to view verified contact signals for Jenna Rawlings at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Jenna Rawlings attend?
Jenna Rawlings holds Finance, Corporate Finance from Isenberg School Of Management, Umass Amherst.
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