• Hometown

    Palm Beach, FL

  • Colleges

    University of Central Florida’s School of Business, Florida State

  • Certifications

    Certified Financial Planner (CFP®)

  • Office Location

    Peachtree

Jennifer I. Storey, CFP®

Principal

Jennifer joined Homrich Berg in 2022 after working with Oakbridge Partners since 2000. She
began her career in the financial services industry in 1998, when she joined Morgan Stanley as
a Financial Advisor. She is a graduate of the University of Central Florida’s School of Business
with a Bachelor’s degree in Finance and has a Certificate in Financial Planning from Florida
State University. She earned the Certified Financial Planner (CFP®) designation in 2004.
Jennifer’s expertise is focused on Financial, Tax and Estate Planning as well as Investment
Management. In addition to managing client’s portfolios, she also oversees many of the
Financial, Tax, Income and Estate Planning needs of the firm’s clients and is active on the
firm’s investment committee.

She grew up in Palm Beach, FL and enjoys spending time with her family and friends as well
as volunteering for a number of organizations.