Jennifer Windsor
CFP®, CAP®
Triad Financial Advisors
Financial Advisor
Jennifer Windsor
CFP®, CAP®
Triad Financial Advisors
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jennifer Windsor, CFP®, CAP®
Fee-Only Financial Planner helping clients LIVE, INVEST, AND RETIRE WITH INTENTION
Jennifer Windsor is a Greensboro, NC fee-only financial planner. Triad Financial Advisors provides comprehensive financial planning, investment management, and estate planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jennifer Windsor is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jennifer Windsor has been a CERTIFIED FINANCIAL PLANNER™ professional since 2014 and joined TFA as a Senior Financial Advisor in 2015. Jennifer began her career with First South Bank, a community bank with branches in eastern North Carolina, and in 2011 transitioned to an Advisor position with Piedmont Trust Company in Greensboro, NC. Her background includes consumer banking, investment management, retirement and cash flow planning, trust administration, tax and estate coordination as well as preparing individual, customized financial plans.
On a personal note, Jennifer is the second oldest of eleven children with three sisters and seven brothers. Nine of the eleven children are adopted, and three of those nine are special needs children. Jennifer resides in Elon with her husband, Matt and son, Matthew and daughter, Hensley.
Education
- Campbell University - B.B.A.- Trust and Wealth Management, Minor in Financial Planning, Magna Cum Laude graduate
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Chartered Advisor in Philanthropy® (CAP®)
Professional Memberships & Activities
- National Association of Personal Financial Advisors (NAPFA)
- Society of Financial Service Professionals (SFSP)
- Financial Times 300 Top Registered Investment Advisers – 2016, 2017, 2018
- Women To Women Advisory Council
Jennifer Windsor is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Our mission is to help our clients and colleagues live, invest and retire with intention
TFA is a Fee-Only, independent Registered Investment Advisor (RIA) acting in a client’s best interests at all times, not just when it’s convenient for us. This sets us apart from bank and brokerage firms whose ability to act in your best interest may be compromised by commissions, affiliations, revenue sharing agreements, and/or product sales goals. The Fee-Only method of compensation is the most transparent and objective method available, and minimizes conflicts to ensure your financial advisor acts as a fiduciary. As a result, we do not sell products or receive commissions on any products or services.
Finally, we enforce our fiduciary duty by building unique life plans and implementing a disciplined investment strategy utilizing low-cost, institutional strategies.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jennifer Windsor is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jennifer Windsor is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jennifer Windsor Holds the Chartered Advisor in Philanthropy® (CAP®) DesignationThe Chartered Advisor in Philanthropy® (CAP®) provides qualified financial professionals with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. CAP® holders are part of a growing network of top planners who are working to make our towns and cities better places to live for generations to come.
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Jennifer Windsor is a Member of the Society of Financial Service Professionals (SFSP)
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Jennifer Windsor is a Member of the Women To Women Advisory Council (Community Foundation of Greater Greensboro)
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Triad Financial Advisors - Named to Financial Times 300 Top Registered Investment Advisers (2016, 2017, 2018)
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Triad Financial Advisors Named Top Financial Advisor in Greensboro, NC by Advisory HQ
Contact Jennifer Windsor
Office Locations:
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3623 N Elm Street
Suite 102
Greensboro, NC 27455
