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Jennifer Orlando

Jennifer Orlando

Senior Wealth Management Assistant

As a Senior Wealth Management Assistant at Congruent Wealth, I bring a wealth of experience to the table. With over 18 years in the financial services industry, my journey in finance began as a Mortgage Loan Coordinator and Private Wealth Associate at a local Jacksonville Bank. This experience laid the foundation for my career, shaping my understanding of the intricate world of wealth management.

I earned my bachelor's degree in business administration from Georgia Southern University, equipping me with the knowledge and skills necessary to thrive in the financial sector. A Georgia native, I currently live in Jacksonville, Florida. Outside of the office, you'll often find me exploring new destinations through travel, engaging in various outdoor activities, and cherishing moments with my loved ones, including friends, family, and our beloved pets. Balancing work and life, I find fulfillment in the simple joys that surround me.