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.