Today we’d like to introduce you to Dr. Jennifer Edwards. She and her team shared their story with us below:
Dr. Jennifer Edwards was born in Cleveland, Ohio, and raised in Plano, is a highly accomplished financial well-being advisor and the esteemed Founder of Savvy Financial Wellness, an exclusive firm specializing in providing comprehensive financial services to discerning clients. She offers corporate trainings, partners with families to get college paid for, and helps clients develop a tailored financial strategy so their money works for them.
Jennifer values her family legacy as a fourth-generation entrepreneur. Her mom is a certified public accountant (CPA Ret.) and used to work for Dallas’ own WFAA Channel 8. Her grandmother was a bookkeeper for Lebron James’ PR team, and her great-great-grandparents who owned a corner store their home built in 1900 still stands today in Thomaston, Georgia.
Jennifer is driven by a deep-rooted passion for supporting women, leaders, and innovative and diverse businesses on their path to success. She values the legacy of women in her family. Equipped with experience managing multi-million-dollar grant portfolios and a solid educational foundation, Jennifer holds a Bachelor of Science degree from Florida A&M University, an MBA from Walden University, and a doctoral degree from Howard University. This extensive academic background has honed Jennifer’s analytical aptitude, strategic thinking, and holistic approach to financial well-being planning.
Beyond her professional achievements, Jennifer proudly embraces the roles of wife and boy/girl mom of two, finding balance and inspiration from her personal life. With an unwavering commitment to excellence, Jennifer continues to empower clients to achieve financial flexibility and freedom and unlock their true potential.
We all face challenges, but looking back, would you describe it as a relatively smooth road?
Resilience has truly characterized my journey. I have experienced plenty of loss in my life and a fair share of unexpected twists and turns. I lost my father when I was very young, at the age of 7. He was involved, fun, caring, and truly a great dad to me. I got to experience and be introduced to my faith through him, so he left a gift that will last me a lifetime. As an only child, I was very close to the elders of family, so I have had to endure their losses in a way that may be different from others as well. Through all of this, I have learned to cherish every moment, appreciate those around me, and keep the priceless lessons I have been taught close to my heart.
I have been a Grow With Google Co-Host leading a training for business owners and was invited to do TEDx Plano, though the Talk got canceled due to the pandemic. It was slated for the first week of April 2020, when the world shut down. I experienced disappointment at my core and developed a strong commitment to my mission to serve, with or without the famous red carpet.
Thanks – so, what else should our readers know about Savvy Financial Wellness?
Savvy is known for transforming the financial outlook for families and mid-sized businesses.
At Savvy, we partner with forward-thinking business leaders to effortlessly secure a prosperous future for their staff through our exclusive expertise in organizational financial wellbeing. We know owners and leaders want the best for the people who commit to your vision daily. We possess a deep understanding of the unique needs and desires of business leaders and their organizations. The top reason people leave a workplace is because of dissatisfaction with pay. Through corporate trainings and staff financial coaching, we persistently engage leading-edge strategies that help assure financial protection, staff morale, and that staff can maximize the income they receive. We have had a chance to serve the Disney team in Florida. When a company cares, staff stays.
Savvy also aims for a world where every discerning and forward-thinking parent can effortlessly secure a prosperous future for their children through our exclusive expertise in college savings. We offer curated strategies for savvy parents to get college paid for, most recently hosting a college savings summit at Eden Hill Vineyard in Celina. Our financial experience transcends the student loan crisis and positions parents for financial flexibility and freedom in the empty nest years.
I am uniquely recognized as a strategist and creative builder, balancing the technical with the art of tailored strategy based on unique business and family client circumstances. I excel in tailoring personalized financial solutions that align with each client’s unique goals and aspirations, and I make it fun by hosting immersive client meetings at places like The Star or the PGA Headquarters. Combining expertise with a warm and empathetic approach, I value enduring relationships built on trust and transparency.
I’m most proud of serving businesses and parents in our local community. I make financial growth accessible; there are no minimum dollar amounts to help clients start building their legacy with me. For me, it’s all about service and showing possibilities that may not have been explored before.
We’d love to hear about how you think about risk-taking.
I specialize in secure growth for families, so I am licensed to leverage financial tools where their funds will not lose value, so that may tell a little bit about my views on risk. I believe in moderate, reasonable risk in life. I may move across the country to a place I have never lived, but I’m probably not going skydiving any time soon. Risk is important to pursue dreams. You have to invest to get the reward. The mail carrier isn’t going to deliver success to your front door.
Contact Info:
- Website: PlanYourEvolution.com
- Instagram: https://www.instagram.com/drjennedwards
- Linkedin: https://www.linkedin.com/in/drjennedwards/
- Other: https://linktr.ee/drjennedwards
Image Credits
Ora Lee Smith
Cancer Research Foundation
Dr. Hadiyah Nicole Green
Dr. Jasmine Ward
Tonya Dangerfield
