Biography

Jennifer Scroggins is an Investment Advisor Representative at Platinum Wealth Solutions of Texas, LLC. She has over 20 years of experience helping small business owners and families make sound financial decisions based on trust and confidence.

Her goal is to help clients identify and accomplish their financial objectives, which generally include, protecting their families and/or business, accumulating assets for
retirement, and transferring wealth to loved ones.

What people can gain from working with Jennifer is confidence. She builds strong client relationships that motivate people to be proactive about making those “tough” decisions.  She thrives on sharing knowledge and working with business partners that believe in putting the client first.

Professional Achievements

Multi-Year FIVE-STAR Wealth Manager*
2014-2015 MDRT Qualifying Member, Court of the Table
2014-2015 ACE Platinum Producer
2010 President/Chair - San Antonio Women's Chamber
2009 National Board Member - Women in Insurance & Financial Services
2007 Recipient - Women In Insurance &Financial Services Angel Award. Awarded each yearto one financial representative, nominated by her peers, for leadership and mentoring of others.

 

Professional Licenses/Registrations
Group 1
Series 6
Series 7
Series 24
Series 63
Series 65

Memberships & Affiliations

Stone Oak Rotary - Secretary
Stone Oak Business Association - Co-Chair Development Committee
Women's Advisory Counsel- Founder
Leukemia & Lymphoma Society - Campaign Member
Family Services Association - Volunteer
SLEW Cancer Wellness Center - Board Member
 

Personal Data
Jennifer's hobbies include team tennis, co-ed softball and spending time with her three children.

*The Five Star Wealth Manager Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one clients experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional.

*The Five Star Wealth Manager Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional.