Jenny Sperry

Background

About Jenny Sperry

What do you dream of? What are your goals? Whether you wish to grow and preserve your assets, attract new employees, streamline your taxes, enter a new life phase, care for or move assets to loved ones. the strength of a financial strategy can help get you there! Jenny Sperry, First Vice President and Wealth Management Advisor is a CFP® professional*, a Chartered Special Needs Consultant® designee, a CPWA® certificant, and an Accredited Domestic Partnership Advisor™ designee. She develops strategies to help minimize taxes, monetize and preserve assets, maximize growth, and transfer wealth. Jenny offers a broad range of financial services including investment management, personal financial strategies, education planning, insurance planning and retirement planning. Coordinating with your estate attorney and tax preparer, she can assist with trust and lending solutions through our Bank of America and Bank of America Private Bank (formerly U.S. Trust) specialists. A Mensa® member, Jenny completed her bachelor's degree at Yale University. She formerly played the oboe in the Charlotte Symphony Orchestra and is now a competitive swimmer and a published artist. She is married to Charlotte Symphony musician Terry Maskin and is the mother of two wonderful daughters, Rachel and Sharon. Call today. Together, let's work to make your dreams a reality!