Team Member

Erin Jennette

Senior Client Services Associate
With over 14 years in the financial services industry, Erin is the newest member to the Price Wealth Management team as a Senior Client Service Associate. Her favorite part of the industry is the clients. She takes great pride in taking care of clients to the point that they become as close as friends and family. Erin, a Golden Knight, graduated from the University of Central Florida, where she majored in Finance. After graduating, she began her career at Regions Bank where she specialized in operational and lending requests from clients. During her time at Regions, she was promoted to the Investments Division, Morgan Keegan and later Raymond James. She has been honing her client services skills ever since. Erin took a year off when she had her daughter and then re-started her career at an independent firm in Palm Beach County, Lindberg & Ripple. After 3 years, she has made her way back to her hometown, Stuart. Erin is excited for the opportunities at Price Wealth Management. She spends her time away from work with her young daughter and her loyal French bulldog, where they reside in Port St. Lucie. Erin loves gardening, the theater, dining out, and spending time with her family.

Services Offered

Insurance

  • Medicare Supps
  • Life Insurance
  • Disability
  • Long Term Care

Investing

  • Brokerage and Trading
  • Managed Accounts

Retirement

  • Roth IRA
  • Traditional IRA
  • Rollover IRA

College Planning

  • College Planning 529
  • College Savings Plan
  • Educational Savings Account

Small Business

  • 401(K)
  • Sep IRA
  • Simple IRA
  • Defined Benefit Plan
  • Business Investor Account
  • Buy/Sell Agreements

Annuities

  • Private Placement Variable
  • Fixed Index
  • Single Premium
  • Deferred Income
  • Fixed Deferred

Stocks

  • ETFs
  • Options
  • Mutual funds
  • Bonds, CDs & Fixed Income
  • International Stocks
  • Annuities
  • Insurance
  • Money Market Funds
  • Margin Loans
  • Cash Solutions

Trust and Estate

  • Trust Account
  • Estate Account