Jennie Sowers

Jennie Sowers, CFP® is a financial advisor with extensive experience in wealth management, particularly for high-profile clients in the entertainment industry.2 She is currently a Partner and Wealth Advisor at Corient in New York City, overseeing $1.26 billion in assets.24

Sowers has been working in the financial industry for 25 years.1 Her career history includes:

• Partner at KORE Private Wealth (2018-2023)13
• Advisor at Merrill Lynch Pierce Fenner & Smith Incorporated (2009-2018)1
• Advisor at UBS Financial Services (1998-2009)1

Sowers is known for her ability to make connections among people, information, and ideas.4 She has passed the Series 63 and Series 66 examinations and is registered to provide investment advice in New York and Texas.1

Her expertise in working with entertainment industry clients has led to unique work scenarios, such as conducting business from client hotel suites during film promotions.2 Sowers emphasizes flexibility in her business model to accommodate the needs of her high-profile clientele.2