Overview
Jenna Suleman is a Senior Financial Advisor who works with high-net-worth and multi-generational families to bring clarity, structure, and long-term confidence to their financial lives. Since 2006, she has specialized in helping clients preserve and grow wealth while aligning financial decisions with the values and legacy they want to carry forward.
Her practice centers on comprehensive wealth management, including portfolio strategy, wealth preservation, philanthropy, estate and trust planning coordination, provides access to banking products and services through Wells Fargo affiliates. Jenna partners closely with families navigating complex financial lives and major financial transitions, including business sales, liquidity events, and generational wealth transfers, providing steady guidance so they can make thoughtful decisions with confidence.
Jenna is PIM® Portfolio Manager (Portfolio Investment Management) certified, reflecting advanced training in portfolio construction, asset allocation, and discretionary investment management for sophisticated investors.
Before relocating to Vero Beach, Florida, Jenna worked in Miami with Wells Fargo Advisors in collaboration with Wells Fargo Private Bank and Wells Fargo Family Office (formerly Abbot Downing). Earlier in her career, she was with Morgan Stanley in Greenwich, Connecticut.
Recognition
Forbes Best-In-State Wealth Advisors 2025
Forbes Top Women Wealth Advisors Best-In-State 2024-2026
Forbes Top Women Wealth Advisors 2020
Forbes: Next Gen Wealth Advisors Best-In-State 2017-2019
Working Mothers Top Wealth Advisor Moms 2017- 2019
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com).The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2019 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com).
2018 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com).
2017 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2019 Working Mother’s Top Wealth Advisor Moms: Awarded October 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Workingmother.com).
2018 Working Mother’s Top Wealth Advisor Moms: Awarded October 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Workingmother.com).
2017 Working Mother’s Top Wealth Advisor Moms: Awarded October 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 (Source: Workingmother.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.