Jennifer R. Brochu
Jennifer assists our Wealth Management Team with comprehensive client support and operational services, serving as an operations specialist. Her in-depth knowledge of the financial industry, gives her the ability to manage and resolve multi-faceted operational issues. Jennifer also assists with the implementation of various planning and investment strategies for clients.
Prior to joining O'Sullivan Creel Wealth Advisors, Jennifer worked with Charles Schwab & Co., Inc. as an Investment Specialist. She is a graduate of the University of West Florida with a B.S. in Finance/Financial Services. Jennifer holds the Series 7, 63, and 66 securities designations.
T 850.470.5546
F 850.470.5545
jbrochu@osullivancreel.com