Jennifer Ross Willson, CFA®MANAGING DIRECTOR
Jennifer Ross Willson is the Managing Director of United Capital’s Northbrook office and oversees the general operations of the office. She is heavily involved in business development activities and crafting the office’s investment strategy alongside her adviser responsibilities with her existing client base. She is a member of the Managing Director’s Advisory Council for United Capital and has also sat on the office’s Investment Committee and Pricing Committee.
Jennifer takes a holistic approach to advising individuals and families in all facets of personal financial planning, including investment management, asset allocation, risk management, tax planning and estate consulting. She has a passion for helping clients navigate the inevitable transitions one may encounter in life -- whether those come by choice or by chance. By engaging in thoughtful discovery, intent listening, and deliberate action, Jennifer strives to guide her clients through some of their most challenging times, crafting a course to lead them from uncertainty to a position of clarity, confidence and control.
Jennifer began her career in the Financial Services industry more than 24 years ago. After earning her Bachelor’s Degree in 1992 from Colgate University, where she double majored in Philosophy and Religion, she joined Harris Associates, L.P. in Chicago and worked in a variety of capacities before becoming a Portfolio Administrator for high-net- worth individuals and institutional accounts in the Investment Management department. Jennifer also worked as an Equity Research Associate at William Blair & Company, L.L.C. in Chicago, where she focused on transaction processing and payment infrastructure companies in the Business Services sector. She received her Chartered Financial Analyst designation in September 2000 and is a member of the CFA Society of Chicago and the CFA Institute. Jennifer is also licensed to offer Life and Health Insurance solutions to her clients as appropriate.
A native Chicagoan, Jennifer lives in the northern suburbs with her daughter. She volunteers extensively and is heavily involved with both her church and her community. Jennifer enjoys outside activities, such as biking and running, and has completed 22 marathons in addition to numerous triathlons and century (100-mile) bike rides.