Jenna Carey

Hi, I’m Jenna, Senior Financial Adviser at Navigate Advisory. I help women going through life’s biggest transitions—whether that’s divorce, losing a partner or navigating an inheritance after the loss of a parent—take control of their financial future.

Coming from an accounting background, I was drawn to financial planning because it’s about so much more than just numbers—it’s about building long-term relationships and helping people move forward confidently.

I love getting into the technical side of things and unraveling complexity, but the best part? That “aha” moment when everything finally clicks for a client. It’s incredibly rewarding.

I focus on supporting women during major life transitions. I know these moments can feel overwhelming, especially when they’re tied to big emotions. That’s why I’m here to listen deeply, provide guidance, and help you understand your options in a way that feels empowering, not stressful.

It’s not just about planning for your future—it’s about feeling confident and secure every step of the way.

Here’s what I often hear from women navigating big life changes:

• They need help figuring out their finances during a major transition.
• They want to feel in control, but the decisions feel overwhelming.
• They’re looking for someone who understands their situation and can guide them through it.

My role is to help make sense of the complexities and provide clear, actionable steps. I take pride in educating clients with empathy and sensitivity, especially during times when emotions run high.

My goal is always to make sure you feel informed, supported and confident about your financial decisions.