Jenny Wilson, CFP®

Sharpshooter
DISC Type : CD

Partner & Director of Financial Planning at Seven Springs Wealth Group

Nashville Metropolitan Area, United States

Overview

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.

Personality Overview

Rigorous & Demanding

Precise But Practical

Thorough Evaluator

More than the product, they care about the impact of the product.  They are not always relationship oriented. They take a lot of pride in personal achievements.

Topics They Care 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.
Tax-Efficient Giving
Jenny has shared specific insights on utilizing Qualified Charitable Distributions from IRAs, indicating an interest in optimizing charitable donations.

Media Appearances

Jenny has no verified media appearances

Work History

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

Education

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

More Information

Social Presence :

Prographics :

Exp : 21 Location : Nashville Metropolitan Area, United States Job Level : Mid-senior Designation : Partner & Director of Financial Planning at Seven Springs Wealth Group
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Insights For Selling To Jenny

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • Speak about competitive differentiation that your product offers
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Do not spend too much time focusing on product tech or features
  • Avoid being a storyteller and don’t try to oversell

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jenny is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Jenny

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Jenny move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Jenny take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Jenny

Personality Compatibility


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