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(R) 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 MANAGEMENTFor 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 MELLONBNY 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 Stanton212-922-7205Rich.Stanton@bnymellon.com
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SOURCE BNY Mellon Wealth Management