Jennifer Belshe, Novus Advisors

 
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Contact me:

WEBSITE | FACEBOOK | INSTAGRAM | EMAIL

Membership type: Lite Lunch


I can give advice on:

Finance/Taxes

Entrepreneurial Mindset


Meet Jennifer:

Jennifer, a co-founder of Novus Advisors, is a Principal, Investment Advisor, and a member of the firm’s investment committee. Prior to the establishment of Novus Advisors, Jennifer held relationship and investment management responsibilities in the personal trust administration and wealth management divisions of global and regional investment firms.
Jennifer graduated from Wheaton College with a Bachelor of Arts degree in Business and Economics and a minor in Art. She attended Trust School and completed the CFP® professional certificate program at Boston University. Jennifer is a licensed Investment Advisor Representative with Novus Advisors. She also holds her state Life, Accident and Health Insurance License. In 2016, Jennifer was honored as one of Greenville Business Magazine’s Best and Brightest and in 2018 she was selected as one of seven finalists for “Best Financial Advisors” in Best of the Upstate.

Novus Advisors is an independent, fee-only, SEC-registered investment advisor based in Greenville, SC. We are a team of investment professionals with expertise in Financial Planning, Investment Management, Retirement Planning, and Trust. Our investment advisors have, on average, more than 20 years of experience helping clients reach and exceed their financial goals.

Novus Advisors serves individual and institutional clients across the United States. As a fully independent firm, we provide financial advice while making the best choices for our clients tailored to their individual situations and desires. Our team structure, with each of our partners possessing an individual financial specialty, allows us to provide specialized advice for every dimension of our clients’ financial lives. As an experienced ERISA 3(38) Investment Manager, Novus Advisors has a vast knowledge of retirement plan structures, portfolio construction for retirement plans and fiduciary governance.

 
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