Jennifer McCarthy, CFP®, MPFP, MTX
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Jennifer McCarthy


Jennifer, a CERTIFIED FINANCIAL PLANNER™ practitioner, has over 15 years of experience in wealth management and financial planning.  Jennifer joined the firm in 2016.  Prior to joining the firm, Jennifer worked in both the Trust Department and Private Bank for Bank of America and First Union National Bank.  

Jennifer is a native of Knoxville, Tennessee and a graduate of the University of Tennessee with a B.S. in Finance.  Jennifer also holds a Master’s of Personal Financial Planning and a Master of Taxation from Georgia State University.   Jennifer is married to Gary and they have three children.  She enjoys volunteering in her childrens’ schools, cheering them on at sporting events, staying active and traveling with her family. 

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