Jennifer L. Kilby, Cfp® Email and Phone Number
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As a VP, Sr. Wealth Consultant UHNW at Charles Schwab, I have guided individuals through their financial journeys. With a background that spans various financial domains, I focus on understanding individual needs and presenting tailored financial solutions. At Schwab, we believe in transparency, understanding, and empowering you to take control of your financial future.𝗛𝗼𝘄 𝗪𝗲 𝗖𝗮𝗻 𝗔𝘀𝘀𝗶𝘀𝘁 𝗬𝗼𝘂:• Wealth Management• Investing• Insurance Strategies• Taxation and Estate Planning• Financial EducationAt Charles Schwab, we emphasize clarity, relevance, and actionable advice. My experience has equipped me to understand and translate complex financial scenarios into simplified strategies.𝗠𝘆 𝗝𝗼𝘂𝗿𝗻𝗲𝘆:Beginning at prestigious institutions like PricewaterhouseCoopers and AXA Advisors, I've gathered a wealth of knowledge and experience. A significant chapter of my career was the establishment of Kilby Wealth Strategies, where I advised clients on sound investment strategies for over a decade. Now, at Charles Schwab, I continue to serve, leveraging my vast expertise.𝗖𝗿𝗲𝗱𝗲𝗻𝘁𝗶𝗮𝗹𝘀:As a Certified Financial Planner™, and with degree in Econ / Math alongside FINRA Series 7, 63, 65, and 24 licenses, I'm equipped to offer informed and compliant financial guidance.𝗥𝗲𝗮𝗰𝗵 𝗢𝘂𝘁:For more information or to start a conversation on your financial future, contact me at 630-890-4230 or jen.mykws@gmail.com
Charles Schwab
View- Website:
- schwab.com
- Company phone:
- 800-435-4000
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Vp, Sr Wealth Consultant Ultra High Net WorthCharles Schwab Jul 2022 - PresentWestlake, Texas, UsWhat They DoVP–Senior Wealth Consultants provide dedicated relationships to clients with at least $10M in investable assets at Schwab. They develop new and existing client relationships, taking a planning-based approach to understand a client’s needs and objectives. They provide education and recommendations to help clients select the products that help meet their objectives and work with a team of experts in order to serve their complex and unique needs.
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Board MemberLuxe Medical Spa Jan 2015 - PresentWith my financial acumen and customer retention expertise, I've overseen financial transactions and identified risks and opportunities for this organization. I've also crafted strategies for debt restructuring and fee-based agreements with customers, generating recurring revenue. These transformative improvements achieved positive cash flow within nine months during an economic downturn.ACHIEVEMENTS:► Achieved a turnaround to positive cash flow in nine months during an economic downturn.► Strategized debt restructuring and fee-based agreements, ensuring recurring revenue.
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Strategic AdvisorAdvisorycloud Jan 2021 - PresentSan Rafael, Ca, UsAs a strategic change agent & business leader, I offer expertise in business development, B2B sales, and M&A to this freelance position.KEY CONTRIBUTION:► Drive strategic changes and leading businesses using expertise in business development, B2B sales, and M&A. -
Advisor To The BoardComprehensive Recovery Solutions Jan 2021 - PresentFort Lauderdale, Florida, UsConsulting on business structure and vision, I've advised on grassroots network growth using social media, establishing a prominent presence in the mental health space.KEY ACTIVITY:♦ Pioneered grassroots growth strategies through social media, promoting a prominent presence in the mental health sector. -
Advisor To The BoardJoule Goddess Jan 2021 - PresentMalibu, Ca, UsI have helped expand brand outreach, recognition, and lead generation, driving increased sales and broadening the customer base by assisting in effective messaging and positioning.IMPACT:► Executed effective messaging and positioning strategies, leading to increased brand outreach and lead generation. -
Advisor To The BoardEquus Strategy Llc Jan 2021 - PresentI have boosted awareness and set Equus apart from competitors by emphasizing its unique messaging and value proposition by creating appropriate marketing strategies.HIGHLIGHTS:♦ Formulated effective marketing strategies, emphasizing unique messaging and value proposition, setting Equus apart from competitors. -
Chief Executive OfficerOption To Change Shareholders. Llc Oct 2019 - Sep 2022I promoted financial literacy and strategic management by developing and distributing a methodology for trading stock options. I also provided web-based coaching to unite diverse investors worldwide.ACCOMPLISHMENTS:► Implemented strategic planning and execution, yielding daily returns of 20%+ on traded money.► Contributed technical knowledge on Twitter, growing followers from 0 to 1,900+ in six months, promoting the correct usage of trading tools and best practices.► Facilitated 1:1 and group education sessions on practical trading disciplines, enhancing community cohesion and enabling others to trade successfully.
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Senior Regional Financial Consultant Ultra High Net WorthVanguard Oct 2021 - Jun 2022Valley Forge, Pa, UsAfter being recruited to accelerate relationships with UHNW individuals, I distinguished myself by delivering comprehensive relationship coaching for multi-million-dollar clients, consistently surpassing monthly goals by securing additional client assets and referrals.KEY CONTRIBUTIONS:► Assisted clients with comprehensive financial planning, including portfolio management, retirement, tax, social security, and estate planning.► Increased efficiency via team-building activities and innovative process improvement strategies.► Liaised between clients and Vanguard’s Investment Committee, facilitating discussions around investment strategies, portfolio management, and market economics. -
Senior Regional Consultant Ultra High Net Worth (Contract)Fisher Investments Apr 2021 - Oct 2021Plano, Texas, UsDue to my proven achievements in relationship building with UHNW individuals, I was recruited to coach teammates on relationship-building and sales.KEY CONTRIBUTIONS:♦ Propelled team to #1 in Texas by liberally sharing financial knowledge and relationship-building techniques. -
Chief Executive OfficerKilby Wealth Strategies May 2008 - Nov 2019I built a thriving fee-based financial planning business from the ground up, handling strategic planning, talent acquisition & compensation, new business development, and client retention.HIGHLIGHTS:♦ Drove up to 20% YoY growth by offering private and corporate clients attentive financial planning and uniquely tailored investment management.♦ Boosted company-wide efficiency by 67% by transitioning client meetings to 80% virtual in 2011.♦ Managed and trained a high-performance, customer-centric team.♦ Created a Board of Directors consisting of top clients prior to business sale, enabling the buyer to achieve 99% client retention. -
Regional Branch Manager High Net WorthLpl Financial Jul 2003 - May 2008San Diego, Ca, UsI consistently improved branch performance at the largest independent broker-dealer nationwide by fostering employee engagement, ensuring regulatory compliance, and cultivating a customer-focused culture.NOTABLE CONTRIBUTIONS:► Regularly reviewed branch processes and key performance indicators (KPIs), influencing strategic decisions.► Enforced best practices and regulatory compliance to safeguard customer information.► Managed staff and conducted regular performance reviews, supporting career advancement.► Achieved annual compliance audit scores of 9.5/10. -
Senior Financial PlannerAxa Jan 2002 - Feb 2003Paris, Fr, FrI rapidly built a diverse clientele through persistent cold calling, referrals, seminars, and networking, leading me to earn the Chair of Champions as the top producer in my first year.HIGHLIGHTS:♦ Achieved the Chair of Champions honor by outperforming colleagues as the top producer in my first year.♦ Successfully managed a diverse portfolio of clients, providing comprehensive financial planning services. -
Executive Financial Planning EducatorPwc Dec 2000 - Jan 2002GbI led comprehensive retirement planning and tax workshops for C-suite executives of Fortune 500 companies like Dow Chemical, Shell Oil, UPS, and Harvard Business School. My work also involved consulting on tax and estate planning regulations for entities such as Merrill Lynch and UBS, along with various states, municipalities, and utility companies.ACCOMPLISHMENTS:► Facilitated engaging, informative financial workshops, equipping executives with the necessary knowledge for informed decision-making.► Produced high-quality deliverables, including PowerPoint presentations and workbooks for workshop attendees.► Actively collaborated with Directors and Partners on various projects, contributing to the practice's overall success.
Jennifer L. Kilby, Cfp® Skills
Jennifer L. Kilby, Cfp® Education Details
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University Of Wisconsin-MadisonMath And Economics -
College For Financial PlanningFinancial Planning And Services
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Madison West High School
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College For Financial PlanningCertified Financial Planner
Frequently Asked Questions about Jennifer L. Kilby, Cfp®
What company does Jennifer L. Kilby, Cfp® work for?
Jennifer L. Kilby, Cfp® works for Charles Schwab
What is Jennifer L. Kilby, Cfp®'s role at the current company?
Jennifer L. Kilby, Cfp®'s current role is NO SOLICITATION**Fiduciary Advisor to UHNWI w/ $10mm - $1b+ in Assets @ Schwab 📊 CFP / FINRA (Series 7, 63, 65, & 24) 🧘 Yoga Instructor who Believes in the Platinum Rule (Ask me!) 🌟.
What is Jennifer L. Kilby, Cfp®'s email address?
Jennifer L. Kilby, Cfp®'s email address is je****@****lpl.com
What is Jennifer L. Kilby, Cfp®'s direct phone number?
Jennifer L. Kilby, Cfp®'s direct phone number is +177381*****
What schools did Jennifer L. Kilby, Cfp® attend?
Jennifer L. Kilby, Cfp® attended University Of Wisconsin-Madison, College For Financial Planning, Madison West High School, College For Financial Planning.
What are some of Jennifer L. Kilby, Cfp®'s interests?
Jennifer L. Kilby, Cfp® has interest in Kids, Cooking, Electronics, Investing, Home Improvement, Reading, Gourmet Cooking, Home Decoration.
What skills is Jennifer L. Kilby, Cfp® known for?
Jennifer L. Kilby, Cfp® has skills like Investments, Retirement, Entrepreneurship, 401k, 401k Rollovers, Finance, Erisa, Strategy, Tax, Pensions, Financial Advisory, Estate Planning.
Who are Jennifer L. Kilby, Cfp®'s colleagues?
Jennifer L. Kilby, Cfp®'s colleagues are Doreen Devillalvilla, Nathaniel Brown, Cathy Schultz, Meghan Riley, David Ho, Kayla Samples, Brian Rabbito, Aams.
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