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Our financial advice team


Jennifer Marcontell, Private Wealth Advisor serving the Mont Belvieu, TX area - Ameriprise Advisors

Jennifer Marcontell

CFP®, ChFC®, AAMS, APMA, CRPC

Private Wealth Advisor

Marcontell Wealth Management
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Business Retirement Plans
  • Investment Management
  • Retirement Plan Distribution
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • AAMS™ Accredited Asset Management Specialist™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Barron’s Top 100 Women Financial Advisors, 2015-2022
  • Ameriprise Circle of Success Chairman’s Advisory Council, 2024
  • Barron’s Top 1,200 Financial Advisors, 2015-2022, 2024
  • Forbes Best-in-State Women Wealth Advisors, 2022, 2024
  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Forbes Top Women Wealth Advisors, 2021-2022, 2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Lee College Foundation
  • Rotary International
  • Barbers Hill Bond Committee
  • Faith Family Legacy Team
  • West Chambers County Chambers of Commerce
  • Baytown Chambers of Commerce