Jennifer Moerbe
Managing Partner, Wealth Advisor
From comprehensive portfolio management for high-net-worth individuals and families, to personalized services and tailored financial solutions to support investors at every stage of their financial journey, Jennifer Moerbe helps her clients achieve their lifelong goals.
Jennifer joined LPL Financial in 2024 with 29 years experience in banking and wealth planning for individuals and corporations. Before joining LPL, Jennifer was a Financial Advisor for B. Riley Wealth Management, Unit Investment Trust Specialist at First Trust Portfolios, Director of Marketing for Retail Fixed Income Trading at Morgan Keegan, and Office Specialist for First Tennessee Capital Markets in New York and Chicago.
She is a graduate of the University of Memphis with a BBA in Finance from the Fogelman College of Business and Economics.
Jennifer currently resides in Germantown, Tennessee. She has two daughters: one is a graduate of Auburn University and currently works for NASA in Huntsville, Alabama, while the other attends the University of Alabama. Prior to moving to Germantown, Jennifer was actively involved in the Collierville community, serving in several leadership and volunteer roles, including as a board member for Collierville Parks and Recreation, the Town Beautiful Commission, and Bailey Station Elementary.