Jennifer Secola, CFP® in

Jennifer Secola, CFP®

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Financial Advisor at Legacy Wealth Advisors, IL
📍 Greater Phoenix Area, United States

Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional and Wealth Manager with Legacy Wealth Advisors, an award-winning team recognized by Forbes. With over ten years of experience, the Indiana University Bloomington graduate focuses on creating adaptable financial plans, guiding clients with compassion, and building long-term relationships.

Jennifer lives in the Bloomington/Normal area with her husband, Phil, and their two children. An active member of Eastview Christian Church, she enjoys reading, traveling, and spending time with family and friends in her personal time.

She firmly believes that strong customer service is the absolute key to building and growing long-term client relationships.

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Experience
17 Years
Current Role
Financial Advisor
Location
Greater Phoenix Area, United States
Personality Overview

How Jennifer shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jennifer cares about

Education Savings
Actively discusses the benefits of 529 Plans, highlighting them as a great way to bless future generations.
Long-Term Care
Shares insights and key considerations regarding financial planning for long-term care needs.
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Career

Work history

6-2018
Financial Advisor
Legacy Wealth Advisors, IL
4-2013 - 12-2017
Registered Sales Assistant
Mann Financial Group
3-1997 - 8-2002
Mutual Fund Specialist
Essex, LLC
In the press

Media appearances

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Education
1986 - 1990
Bachelor of Arts - BA
Indiana University Bloomington
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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