Jenny Wooldridge, CFP®
PWM Financial Planner
Jenny was a Client Specialist for 18 years before becoming a Financial Planner. She attended Purdue University for Accounting and holds a bachelor’s degree in finance from Florida Atlantic University. Jenny has a lot of multifaceted experience, beginning her career in 2003 with Morgan Stanley, and becoming a Client Service Associate at A.G. Edwards in 2005 before joining Hilliard Lyons in 2009. She became part of the Baird family when Hilliard Lyons and Baird merged in 2019 and joined The McIntosh Group in 2021. She holds the FINRA Series 7 and 66 licenses and is a CERTIFIED FINANCIAL PLANNER® professional. This cumulative experience makes her especially adept at understanding the processes and operations, with a natural ability to thoroughly explain different scenarios and options to clients.
Jenny lives in Richmond, Kentucky, with her husband, Brian, and two children, Aubrey and Adam. She enjoys watching her children participate in various extracurricular activities, reading and gardening in her spare time.
“I know what we need to do to help our clients – when we make promises, I make sure we deliver.”