Jenna Brazile, CFP^®

Jenna is a seasoned financial advisor who has been helping families with their intricate financial planning needs for over 17 years. She started her wealth management career at Merrill Lynch, spent 6 years at UBS Financial Services, and joined Freestone Capital Management almost 8 years ago. As a Client Advisor and CERTIFIED FINANCIAL PLANNER™ she has a passion for creating her client’s financial plans and implementing an investment portfolio to complement their short-term and long-term goals. Jenna recognizes every client situation is unique, and will ensure you feel comfortable, content, and at peace with your defined goals and corresponding solutions. She deeply understands the need to have defined ongoing systems and processes in place to execute these planning strategies. This approach comes naturally to her as she was raised in a household with two aerospace professionals! Jenna focuses her work on helping clients who are 10-15 years out from retirement, nearing retirement, or those already retired who are looking for the comprehensive advice she provides. She finds most of her clients want a trusted professional advisor to help them navigate the evolving planning and investment world and find a lot of value in her approach. Her practice encompasses retirees from many occupations, but she primarily focuses on airline pilots, those in the aerospace industry, medical professionals, engineers, computer scientists, and corporate executives.