Jenny Elstein, FPQP®

Jenny joined Talisman Wealth Advisors in 2024 as a Client Service Associate, partnering with Jennifer and Frank to support the day-to-day management of our client relationships. She works closely with our clients, ensuring that their requests and inquiries are handled promptly and with the highest degree of professionalism.

In 1997, Jenny began her career in the Financial Services industry in Silicon Valley, experiencing firsthand the dot-com boom and bust. Her 25+ years of experience started in account operations, where she processed complex transactions with a high level of attention to detail. She later gained experience as part of a financial team, maintaining client relationships, providing administrative services, executing trades and transactions, and preparing comprehensive client reviews for both retail and retirement accounts.

Jenny spent nine years as a Client Service Manager, responsible for establishing and maintaining relationships with nonqualified deferred compensation plan clients and participants, as well as overseeing the administrative aspects of those plans.

Jenny obtained the Financial Paraplanner Qualified Professional designation. She holds California and North Carolina Life and Health licenses and has attained the FINRA General Securities (Series 7), Securities Agent (Series 63), and Investment Adviser Representative (Series 65) registrations. Jenny graduated magna cum laude from the University of North Carolina at Greensboro with a Bachelor of Science in Business Administration, focusing on Management.

In her free time, Jenny enjoys acrylic painting and playing badminton with her family. She lives in Raleigh, NC, with her husband, David, and their children, Eli and Benjamin.