Jennifer Raimondi
Client Relationship Manager
With over 46 years of experience in the financial services industry, I have held leadership and advisory roles at several Fortune 500 institutions, including First Interstate, Bank of America, Smith Barney, UBS, Wells Fargo, and Raymond James. Throughout my career, I have served both as a management officer and as a financial and investment advisor, building a strong foundation in client service and strategic planning.
I retired in 2020 to enjoy the next chapter of life, but returned to the industry in 2024 to support Tom Lenze at Lenze Capital. I am now actively involved in the merger with Matt Walo of Strategic Planning Partners, contributing my experience to help strengthen and grow the combined practices.
Clients have always been my top priority, and I remain committed to bringing my knowledge, perspective, and dedication to support both the team and those we serve.