Jenna Suleman
Jenna Suleman is a Senior Financial Advisor and Partner at Warren Capital. Her practice focuses on complex wealth management solutions for high net worth families, with an emphasis on wealth preservation, investment income and diversification, philanthropy, and family leadership. Her experience also includes trust administration, estate planning strategies, private banking, and lending. Jenna also provides investment planning counseling and investment management for multi-generational families to support continuity of investment direction and family values. Prior to joining the Warren Capital Practice, Jenna worked with Wells Fargo Advisors practicing alongside Wells Fargo Private Bank and Wells Fargo Family Office formerly Abbot Downing and Morgan Stanley in Greenwich, CT.
Professional & Community Involvement
Impact 100 of Indian River County
Alzheimer’s & Parkinson’s Association of Indian River County
Orchid Island Golf & Country Club
Vero Beach Equestrian Club
World Wildlife Federation
Naaz Coker Fellowship Supporting Clinical Research for Ovarian Cancer
Products and services are offered by bank and non-bank affiliates of Wells Fargo & Company.
Trust Services and available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A.
Recognition
Forbes: 2020 Forbes Top Women Wealth Advisors1
Forbes: 2019 Forbes Top Next-Gen Wealth Advisors Best-In-State2
Forbes: 2018 Forbes Top Next-Gen Wealth Advisors3
1 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2 2019 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
3 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Professional & Community Involvement
Impact 100 of Indian River County
Alzheimer’s & Parkinson’s Association of Indian River County
Orchid Island Golf & Country Club
Vero Beach Equestrian Club
World Wildlife Federation
Naaz Coker Fellowship Supporting Clinical Research for Ovarian Cancer
Products and services are offered by bank and non-bank affiliates of Wells Fargo & Company.
Trust Services and available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A.
Recognition
Forbes: 2020 Forbes Top Women Wealth Advisors1
Forbes: 2019 Forbes Top Next-Gen Wealth Advisors Best-In-State2
Forbes: 2018 Forbes Top Next-Gen Wealth Advisors3
1 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2 2019 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
3 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.