Jennifer Williams is a wealth management financial advisor based in Tampa, FL.
Jennifer provides comprehensive advisory services to business owners, entrepreneurs, and high-net-worth families, specializing in financial planning, investment management, estate planning, multi‑generational wealth planning, and philanthropic planning.
With more than 30 years of experience, Jennifer advises clients across their entire net worth, including privately held business interests, real estate holdings, trusts and estates, and traditional and alternative investments. Her experience as a corporate and investment banker and a corporate lender distinguishes her ability to advise business owners holistically across their entire balance sheet. Her experience as a trust officer, foundation and endowment officer, and CERTIFIED FINANCIAL PLANNER® allows her to customize personal wealth management advisory services to business owners. Jennifer is particularly focused on pre‑sale business-transition planning, guiding business owners through estate and tax strategy, the sale process, and life post‑transaction.
Before joining CAPTRUST, Jennifer worked at Truist, holding positions within corporate and investment banking, the trust department, the foundation and endowment specialty practice, and as a financial advisor.
Jennifer graduated from the University of Florida, earning her Bachelor of Science in finance and completed the Harvard Business School Governing for Nonprofit Excellence executive education program.
In her free time, Jennifer volunteers as a Board Member with Think Big For Kids. She enjoys spending time with her husband and three sons, cheering them on at wrestling tournaments, traveling, and reading.
Education
- Bachelor of Science in finance, University of Florida
- Harvard Business School Governing for Nonprofit Excellence executive education program
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
- Accredited Portfolio Management Advisor℠
Industry Involvement
- Tampa Bay Estate Planning Council
Memberships
- Think Big for Kids, Board Member & Executive Committee Member
- WEDU, Board Member & Executive Committee Member
- The Community Foundation of Tampa Bay Professional Advisory Committee
Awards & Recognition
- Forbes Top Women Wealth Advisors | 2024, 2025, and 2026
- Forbes Best-In-State Wealth Advisors | 2024, 2025, and 2026
Disclosures
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA).
- CAPTRUST’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking
- CAPTRUST teams named on the “Barron’s 2025 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- CAPTRUST’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on CAPTRUST’s total assets as of December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- CAPTRUST advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither CAPTRUST nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA). Neither CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither CAPTRUST nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.