ABSHER WEALTH MANAGEMENT - Key Persons
Job Titles:
- Investment Advisor
- Representative
Take a walk with Jennifer. Better yet, take a hike. The conversation will probably touch on the fact that she loves helping people - especially with their finances and investments. She'll also tell you that she loves hiking in nature and connecting with people.
Her favorite clients are disciplined and financially prudent, because they understand that we're in it for the long haul. Just like a long hike with the groups she's passionate about leading - Hikers for Christ and Soul Sisters of the MST (Mountains-to-Sea Trail). "I want people to benefit from talking with me," she says, "whether it's with their investments or their lives."
Lee enjoys helping people solve their financial planning puzzles by leveraging his experience in finance and law. Lee is both a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor© professional. Lee practiced law for more than ten years before returning to his original dream of working in the investment field. He chose to join our team as he shared our passion for investing in great companies.
The opportunity to use his knowledge and experience to help hardworking clients successfully navigate their financial future is what drew him away from practicing law in the areas of bankruptcy and financial litigation. During his decade in private practice, he successfully argued two out of three cases before the United States Court of Appeals for the Fourth Circuit.
Lee is a North Carolina native and enjoys attending college sports events with his family. He and his wife live in Raleigh with their two children.
Job Titles:
- Certified Investment Management Analyst
Job Titles:
- Investment Advisor Representative and Equity Research Analyst / Investment Advisor Representative and Equity Research Analyst
Will has a lifelong passion for learning about financial markets and the nuances that drive them. He especially enjoys digging into the numbers to uncover the characteristics that make businesses tick and markets move.
Prior to joining Absher Wealth Management, he worked in external audit at Deloitte LLP in Raleigh performing financial statement audits for both publicly traded and privately held companies. He then completed a PhD in Finance at the University of Georgia. He combines his skills from his accounting background with the knowledge gained in achieving his PhD to help the firm analyze investment opportunities for our clients.
Will is a North Carolina native and enjoys spending time at the coast, playing golf, and being with his family. He lives in Raleigh with his wife and daughter.
Job Titles:
- Investment Advisor
- Representative
Zak joined the Absher team as an intern while still in college and has been with the team since 2017. Zak brings a positive attitude with him to the job. His versatility is critical to the firm's success as he supports our clients, our research efforts, our technology infrastructure, and all other areas of operations. His enthusiasm for learning but also for improving our client experience is a tremendous resource.
Zak grew up in Raleigh with his two brothers and often helped his parents by working at their store. He attended North Carolina State University where he focused his studies on finance while working in the community bank at Wells Fargo. Since graduation, he has completed the Certified Investment Management Analyst® certification and is currently a candidate for the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst® certifications.
Away from work, Zak enjoys playing soccer, basketball, and surfing. He is also an avid traveler who has been all over the world.