Jenny Chappell, Cfp®, Cepa Email & Phone Number

Jenny, a native Nevadan, brings a wealth of experience and passion to her roles as a Certified Financial Planner™ and Branch Manager. She graduated from the University of Nevada, Reno with a Bachelor of Science degree in International Business in 2010. The highlight of her college years was the six months she spent studying abroad in Bilbao, Spain.Jenny’s financial services career began at Edward Jones in 2007, where she spent seven years as a Branch Office Administrator. In 2015, she joined Raymond James, further honing her expertise. Jenny’s commitment to her clients led her to earn the CFP® designation in 2017 and Certified Exit Planning Advisor CEPA® designation in 2023.Jenny firmly believes in the power of financial planning. Growing up, she saw firsthand the awesome impact that following a financial plan can have. Her parents worked with their financial advisor to develop and implement a plan to retire at 50 years old. She is still impressed that they were able to accomplish such an audacious goal. Jenny is eager to pass on the lessons learned to her clients so they too can put themselves in a position to accomplish all their own financial goals.One of Jenny’s proudest accomplishments was earning the Girl Scout Gold Award. Her experience as a Girl Scout led her into becoming a steadfast believer in giving back to her community. She currently serves on the board for Nevada Bighorns Unlimited.One of Jenny’s greatest joys is to watch the sunrise after hiking to the top of a mountain. A lover of the outdoors, she also enjoys backpacking, skiing, hunting, and fishing with her husband, McKinnon, their adventurous sons Lane and Logan, and French Spaniels Ali and Jake.Who I Help:• Closely Held Business Owners• Independent Women• Families & Individuals• RetireesMy Services Include:• Wealth preservation• Tax mitigation• Wealth transfer• Charitable giving• Family wealth advising• Financial planning• Retirement income planning• Multigenerational wealth planning• Estate planningRaymond James does not provide tax advice. You should discuss tax or legal matters with the appropriate professional.

Listed skills include Team Building, Customer Service, Mentoring, Team Leadership, and 5 others.