Jenny Fleming Email & Phone Number

I have been involved in the financial services industry for 26 years. My career began as the comptroller of my family’s business where I was responsible for the investments of a life insurance company and accounting for various other entities. I later purchased that business and managed its sale to a large, publicly owned institution. After relocating to Austin, I became the treasurer and vice president for North American Life Insurance Company where I managed a $95 million dollar portfolio.In 2004 I completed the University of Texas Certified Planning Program and obtained her CFP designation in 2005. I worked for an Austin-based financial planning firm for more than three years serving high net worth clients. I managed $86 million for my clients until I left in September of 2008 to open Equistar Wealth Management Company.I am highly experienced in business transition, federal income tax, trusts, estate issues, retirement planning, stock options and investing. I have also worked closely with individuals in financial and life transitions. As a working mother and entrepreneur, I am well-versed with issues that uniquely face women in wealth management and preservation.

Listed skills include Wealth Management and Planning.