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 Collierville, Tennessee with 2 daughters who attend Auburn University and The University of Alabama. She has served the Collierville community in many aspects including Board Member(s) for Collierville Parks and Recreation, Town Beautiful Commission, and Bailey Station Elementary.