Jenna Loader

Account Review Coordinator

Overview

As the account review coordinator for both Akron and Warren offices,  I spend my day combing through client accounts and compiling review presentations with an eye for accuracy and great attention to detail. I enjoy learning about the great variety of investment solutions our clients utilize. I always feel proud to be able to contribute to their peace of mind when they think about their retirement.

ACCREDITATIONS & EDUCATION

  • Youngstown State University B.S.B.A. Finance/CFP Track

HOBBIES AND PERSONAL LIFE

  • I enjoy staying active by working out at the gym. I also enjoy outdoor activities like hiking, biking and snowboarding. Spending time with my family and friends is very important to me, especially my three beautiful nieces Ciara, Chloe & Celia

FAVORITE QUOTE

“Only those who will risk going too far can possibly find out how far one can go.” – T.S. Eliot

Jenna Loader<br/>- Account Review Coordinator-

330-836-3805

Jenna@w3wealth.com

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