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, 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
Forbes: America’s Top Women Advisors 2020
Forbes: Next Gen Best-In-State Wealth Advisors 2019
Forbes America’s Next Generation Advisors 2018
The Forbes Top Women Wealth Advisors, Forbes Top Next-Gen Wealth Advisors Best-In-State, and the Forbes Top Next-Gen Wealth Advisors rating algorithm are based on the previous years industry experience, interviews, compliance records, assets under management, revenue and other criteria by Shook Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. Self-completed survey was used for ratings. These ratings are not related to the quality of the investment advice and based solely on the disclosed criteria.