Jennifer McKinnon

Jennifer McKinnon is a Senior Wealth Advisor with Prosperity. With nearly two decades of experience, she provides personalized financial planning, investment management, tax advice, and insurance strategies for a high-net-worth client base, including business owners, women, retirees, and executives. 

Jennifer provides her clients with comprehensive business and personal strategies to help them achieve their financial goals. She develops and maintains a steady financial roadmap that helps her clients achieve stability and security amidst life's inevitable changes. Instead of a static, "one and done" plan, Jennifer advocates for a dynamic approach that helps them navigate obstacles and adjust their financial route as circumstances evolve. 

Prior to joining Prosperity, Jennifer was a Financial Advisor at HPG Wealthcare Advisors, LLC, a leading North Carolina-based wealth management firm.

Credentials & Education

• Certified Financial Planners (CFP®) 
• FINRA Series 65, 63 and 7
• Insurance: Life, Accident and Health, Variable Life & Annuity, Medicare Supplement, Long-Term Care 
• Westminster College: BA, International Economics & Business; BA, Spanish 

Affiliations

• The Carying Place
• Second Chance Pet Adoptions