Professional

Our team is dedicated to providing exceptional wealth management services by forming partnerships with individuals and families built on trust and thoughtful advice.  For 15 years we have offered objective perspectives, personalized planning, and expert investment management services to individual investors, families and retirement plans.  Our advice, services and solutions are designed to build financial security that withstand the test of time.

In 1995, Jen graduated with a Bachelors of Science degree from the University of Pittsburgh and a Certificate of East Asian Studies.  Currently Jen holds her Chartered Life Underwriter (CLU®) designation, Retirement Income Certified Professional (RICP®) designation, and in 2001, Jen earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. 

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement.  These may be obtained from Jennifer B. Torrey.

Associations and Memberships

Financial Planning Association

Women In Insurance & Financial Services

Investment Management Consultants Association

National Association of Insurance and Financial Advisors

Jennifer B. Torrey, CFP®, CLU®, RICP®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck