With more than 20 years of experience in the financial services industry, Jennifer Thorne holds many designations: FINRA Series 7, 63, and 65. Early on, she began her career at Merrill Lynch as a licensed client associate which broadened into a financial advisory role which included preparing client account review, researching benchmarks relative to portfolio performance, and conducting client meetings, In addition, she served as a point of contact for Rule 144 executives for three publicly traded employee stock option plans and handled all 144 paperwork while personally exercising all employee stock options for the top executives. After Merrill Lynch, Jennifer was the Director of Operations for the Wernick Spear Wealth Managers overseeing all day-to-day administration of the business, compliance requirements and employee related tasks including administering payroll and benefits. Within this role, she also acted as a corporate liaison for various lending needs, as well as oversaw all lines of credit and mortgages from origination to completion during her tenure. Now Jennifer plays and improtant role within Beacon Financial Group as a liaison between client's and staff managing stock trades, compliance and client reviews. Her wealth of knowledge helps make day to day office integration seamless.
On a personal level, Jennifer is passionate about supporting local charities that rescue domestic and farm animals, In her free time, you can find Jennifer walking her three-legged dog, Dash and her four-legged dog, Ollie. As a resident of Bainbridge, Jennifer, her husband and two children, Eva and Ethan, enjoy spending time together, hiking, working out and traveling.