# Building Wealth, Securing Futures

Personalized financial strategies to help you achieve your dreams and protect what matters most

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# Jennifer Ann Winters

CRD# 3179432 Broker & Financial Advisor
Jennifer Ann Winters, Expert Trader, Stock Broker, Financial Consultant, Investment Advisor
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### About Jennifer Ann Winters

Jennifer is committed to understanding her clients' needs and financial goals. In her relationships with clients, Jennifer works with them to build a financial plan to match their unique situation and helps them make intelligent financial decisions. Jennifer is a member of the Women's League of Huntington. Jennifer is married and lives with her husband Jordan and daughters Mia & Juliet. Jennifer enjoys spending time with friends and family and helping with the family owned restaurant.

### Qualifications

- 2 General Industry/Product Exams
- 2 State Securities Law Exams

### Specialties

High-Net-Worth (HNW) Wealth Management Portfolio Construction Digital Currency Investments Stock Portfolio Management Tactical Asset Allocation

### Location

101 SOUTH CAPITOL BOULEVARD SUITE 1800 BOISE, ID 83702

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# Client Testimonials

★★★★★

"Jennifer's brokerage skills are exceptional. My investments soared under her guidance."

- Dr. Michael Tanaka, Cardiologist

★★★★★

"Jennifer crafted a perfect retirement plan. Her expertise secured my future."

- Sarah Chen, Tech Executive

★★★★★

"Jennifer's market analysis is spot-on. She protected my assets from downturns."

- David Rodriguez, Commercial Real Estate Investor

★★★★★

"Jennifer's business acumen is invaluable. She maximized my profits and minimized taxes."

- Olivia Patel, Restaurant Franchise Owner

★★★★★

"Jennifer builds wealth, not just manages it. Her strategy brought us financial security."

- James & Elizabeth Wilson, Retired Entrepreneurs

## Leave A Message For Jennifer

Jennifer.Winters@davidsonwealthteam.com
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The Guardian
Wall Street Journal
Fox Business

## PARTNERS

Dedicated professionals committed to your financial success

### Kenneth Michael Larkin

Broker & Financial Advisor

With over 20 years of experience, Kenneth specializes in retirement income strategies and tax-efficient investing.

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### Jennifer Ann Winters

Broker & Financial Advisor

Jennifer focuses on comprehensive wealth management for high-net-worth individuals and business owners.

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### Richard Sung-Mo Han

Broker & Financial Advisor

Richard helps clients navigate complex financial planning needs with tailored solutions for each unique situation.

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### Emma Pearl Gibson

Broker & Financial Advisor

Emma leads our investment research team, specializing in stock analysis and portfolio construction.

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### Kyle Allen Richards

Broker & Financial Advisor

Kyle brings expertise in multi-generational wealth planning and philanthropic strategies for affluent families.

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### Brenda Lee Ford

Broker & Financial Advisor

Brenda specializes in creating sustainable retirement income plans.

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### Kyle Brian Thomas

Broker & Financial Advisor

Thomas works closely with business owners on succession planning, employee benefits, and corporate investment strategies.

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