Jennifer Angell, CFA

I started my career at a hedge fund in New York, and it didn’t take long to realize I wanted to work with people, not just spreadsheets. Becoming a financial advisor was the natural next step. I love the math. I love the people even more, and that combination has shaped everything about how I practice.

I hold the CFA charter and have spent more than a decade advising individuals and families, first in New York, and now across South Florida and New York together. That experience grounds everything I do, but the work itself has always been about more than technical credentials. A good advisor is part guide, part advocate, and part partner. My clients trust me with their whole financial picture, from investments to the hard conversations about legacy, and I take that seriously.

Part of that means never working in a silo. I coordinate directly with your CPA, your attorney, and your other advisors, so every recommendation reflects the complete picture rather than one piece of it in isolation. What lights me up most is helping someone see a version of their future they hadn’t quite let themselves imagine yet, then building the plan to get there, together with the people already helping you get things right.

I studied international finance and marketing at the University of Miami before earning my CFA charter. After eleven years in New York, I moved back to Miami, where I now split my time between clients here and clients across the New York area.

Outside of work, you’ll usually find me on the water, redesigning some corner of my home, or traveling with my dog, Wesley, who has unofficially appointed himself head of relaxation at every meeting he attends.