Jennifer Pcholinsky, CFP®, AEP®, CEPA®
Senior Associate Relationship Manager Raleigh Wealth
Partner
Principal
Jen Pcholinsky, CFP®, AEP®, CEPA® is a Senior Associate Relationship Manager on the Raleigh Wealth Team. In this role, she provides custom advisory services to clients encompassing the areas of financial planning, investments, family & legacy, and business advisory. She also serves as the financial planning expert for her team’s book of business and provides comprehensive management of the day-to-day client needs. Before joining Balentine in 2021, Jen spent five years at Truist Wealth in their trust division, her last role as a Trust Advisor. She is a graduate of North Carolina State University, where she earned a Bachelor of Science in Accounting and Marshall University, where she earned an MBA. Additionally, Jen is a CERTIFIED FINANCIAL PLANNER™ professional, an ACCREDITED ESTATE PLANNER® designee, a Certified Exit Planning Advisor, and a CFA Institute Investment Foundations certificate holder. Jen lives in Clayton, North Carolina with her husband and two children.
BS, North Carolina State University (Accounting)
MBA, Marshall University
Certificate, Southeastern Trust School, Campbell University
Truist Wealth, Trust Advisor, Assistant Vice President
BB&T Wealth, Trust Advisor, Banking Officer, Trust Administrator, Wealth Client Specialist
Energy Corporation of America, Treasury Analyst
CERTIFIED FINANCIAL PLANNER™
ACCREDITED ESTATE PLANNER®
Certified Exit Planning Advisor
Wake County Estate Planning Council, Member
CFA Institute, Investment Foundations Certificate
SK5K Race of Hope for CJD, Founder
United Way of Wilson County, Champion
Education Alliance, Education Elevator
How and why did you get into this business?
I’ve always had a math/finance brain, but estate planning and personal finance became a real passion for me after experiencing the death of my mother. She was diagnosed with a rare terminal illness and passed away within a matter of weeks when I was a junior in college. At the age of twenty-one I was mourning her loss and handling her estate. I made several decisions in regards to my inheritance that I’d do a little differently now if I were able to change things. With two young children of my own, it’s also very important to both my husband and me that we have a plan in place in the event something should happen to provide for them and protect them. It’s not a fun topic to discuss and unfortunately, lots of people put off the discussion because of it.
Why did you choose to come work at Balentine?
The main reason I chose to come to work at Balentine was the people and the culture. The motivation and focus the employees have within the organization excites me! I’m thrilled to come work for a company full of such driven people with a team-based approach. I’m also extremely excited to learn and grow in my career from such talented and experienced professionals.
What do you like to do in your down time away from work?
Spend time with family and friends, anything outdoors, gardening (although almost everything I’ve tried in our terrible clay soil just dies), family walks in the neighborhood and indoor cycling.
What keeps you awake at night?
My to-do list!
What is the most exotic place you have ever been?
Roatán Island, an Island in Honduras. It was one of the four stops on a seven-day Carnival cruise and the beach was absolutely breathtaking.
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