BNY Mellon Wealth Management names Jennifer Barnaby as Senior Client Strategist in Atlanta, GA

Rhea-AI Summary

BNY Mellon Wealth Management has appointed Jennifer Barnaby as a Senior Client Strategist based in Atlanta. With nearly 20 years of experience, she will focus on wealth strategy for high-net-worth clients, including family offices and executives. Barnaby previously held multiple roles in wealth management at Truist. She is licensed in FINRA Series 7 and 66 and is pursuing CFP certification. BNY Mellon Wealth Management manages $254 billion in client assets as of June 30, 2020, delivering a range of investment and planning services.

Positive

• Jennifer Barnaby brings nearly 20 years of wealth management experience, enhancing BNY Mellon's expertise.
• The appointment supports BNY Mellon's strategy to cater to high-net-worth clients, potentially boosting client relationships and assets under management.

Negative

• None.

ATLANTA, Aug. 31, 2020 /PRNewswire/ -- BNY Mellon Wealth Management has appointed Jennifer Barnaby as a Senior Client Strategist, working with high-net-worth individuals, family offices, business owners, executives, and foundations and endowments on their wealth strategy and planning. Based in Atlanta, she reports directly to Southeast Regional President, Kent Moegerle.

Jennifer joins BNY Mellon Wealth Management from Branch Banking & Trust Company (Truist), where she worked in several roles, including Vice President, Regional Corporate Banker; Vice President, Wealth Lending Officer; and most recently, Vice President, Wealth Advisor, serving as a relationship manager for high-net-worth clients.  

"With nearly two decades of wealth management and corporate finance experience, Jennifer is highly skilled in tailoring investment approaches to clients' needs, priorities, and preferences," said Moegerle. "With deep knowledge across a range of specialities—including banking, strategic credit, risk management, investments, and trust and estate planning—her passion for helping investors directly supports our Active Wealth approach to ensure their long-term financial growth."

Jennifer earned a Bachelor of Business Administration degree in Finance from The University of Georgia, Terry College of Business, where she served as a former Young Alumni Board Member. She is a FINRA Series 7 and 66 license holder, and is in the process of completing the CFP® Certification Education Program through the University of Georgia. In her community, Jennifer serves as a legacy advisor for Children's Healthcare of Atlanta, and a board member and co-chair of member programs for the Garden Hills Garden Club.

ABOUT BNY MELLON WEALTH MANAGEMENT
For more than two centuries, BNY Mellon Wealth Management has provided services to financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $254 billion in total client assets, as of June 30, 2020, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which delivers leading wealth advice across investments, banking, custody, and wealth and estate planning, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information, visit www.bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.

ABOUT BNY MELLON
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of June 30, 2020, BNY Mellon had $37.3 trillion in assets under custody and/or administration, and $2.0 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

Media Contact: 
Rich Stanton
212-922-7205
Rich.Stanton@bnymellon.com

 

View original content:http://www.prnewswire.com/news-releases/bny-mellon-wealth-management-names-jennifer-barnaby-as-senior-client-strategist-in-atlanta-ga-301121058.html

SOURCE BNY Mellon Wealth Management

FAQ

Who is Jennifer Barnaby and what is her role at BNY Mellon?

Jennifer Barnaby is a Senior Client Strategist at BNY Mellon Wealth Management, focusing on wealth strategy for high-net-worth clients.

What experience does Jennifer Barnaby bring to BNY Mellon?

Jennifer Barnaby has nearly 20 years of experience in wealth management and corporate finance, previously holding several vice president roles at Truist.

How much client assets does BNY Mellon Wealth Management manage?

As of June 30, 2020, BNY Mellon Wealth Management manages $254 billion in total client assets.

What qualifications does Jennifer Barnaby hold?

Jennifer Barnaby holds FINRA Series 7 and 66 licenses and is completing the CFP Certification Education Program.

When was Jennifer Barnaby appointed at BNY Mellon?

Jennifer Barnaby was appointed as a Senior Client Strategist on August 31, 2020.