Why Wealthspire? Managing Director Jennine LaCroix Shares Her “Why” from Wealthspire Advisors on Vimeo.

Jennine serves as a Managing Director at Wealthspire. Her passion is serving her clients as a trusted adviser and providing them with clarity and confidence in their financial lives. She works primarily in the Annapolis and Fulton, MD offices and is involved in committing time and resources to many local community organizations.

Jennine lives in Annapolis, Maryland with her husband Christopher and two daughters.

Previous Experience

  • Founding Partner and Senior Adviser at StratWealth
  • Financial Adviser Associate at Law & Associates, Inc.

Education & Credentials

  • BBA, Marymount University, Finance
  • MBA, Marymount University, Finance
  • Certified Financial Planner (CFP®)
  • Accredited Investment Fiduciary® (AIF®)
  • Accredited Asset Management Specialist (AAMS®)
  • Chartered Mutual Fund Counselor (CMFC®)
  • Series 65 (active) and Series 7 and 63 (inactive) licenses

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.