Jenny Wilson, CFP® in

Jenny Wilson, CFP®

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Partner & Director of Financial Planning at Seven Springs Wealth Group
📍 Nashville Metropolitan Area, United States

Jenny Wilson is a Partner and the Director of Financial Planning at Seven Springs Wealth Group. A CERTIFIED FINANCIAL PLANNER™ professional, she earned her Bachelor of Science from Bethel College and a Certificate in Financial Planning from Belmont University, focusing on tailored solutions for families and business owners.

Originally from West Tennessee, Jenny now resides in Nolensville with her husband and their two children. Outside of her professional life, she is dedicated to her family and enjoys reading, spending time with friends, and being outdoors.

Jenny creates educational content on specialized topics, including navigating Medicare enrollment and strategies for charitable giving.

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Experience
21 Years
Current Role
Partner & Director of Financial Planning
Job Level
Mid-senior
Location
Nashville Metropolitan Area, United States
Personality Overview

How Jenny 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 Jenny cares about

Holistic Financial Planning
As Director of Financial Planning and a CFP® professional, her entire career is built around creating comprehensive financial solutions for clients.
Retirement Strategies
She creates content specifically on topics like Medicare Part D plans and using IRA assets for charitable distributions, both key areas of retirement planning.
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Career

Work history

1-2022
Partner & Director of Financial Planning
Seven Springs Wealth Group
2-2020 - 5-2023
VP & Director of Financial Planning
Seven Springs Wealth Group
8-2008 - 5-2023
Director of Financial Planning
Seven Springs Wealth Group
8-2004 - 7-2008
Wealth Management Associate
SunTrust
In the press

Media appearances

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Education
2012 - 2013
Certificate in Financial Planning
Belmont University: Center for Executive Education
Bachelor of Science (B.S.)
Bethel College (TN)
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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