Jen Hollers

CFP®, CEPA®

Senior Vice President, High-Net-Worth Services

Wealth Management

Meet Jen

Jen Hollers brings more than 25 years of experience helping advisors and affluent families navigate complex wealth planning needs.

Her expertise spans high-net-worth and ultra-high-net-worth planning, private banking, trust and family office services, and the specialized financial challenges facing founders, executives, and business owners.

Areas of Expertise

Jen’s work focuses on:

Wealth planning strategies for high-net-worth and ultra-high-net-worth individuals and families
Financial planning for founders, executives, and clients preparing for liquidity events, IPOs, and mergers and acquisitions
Trust, estate, family office, and private banking solutions for multigenerational wealth management
Building and scaling advisor capabilities to deliver sophisticated planning and personalized client experiences

LPL Thought Leaders

Explore expert insights, interactive tools, and real-world strategies tailored to your goals and life stage. From understanding tax-efficient investing to planning your legacy, you’ll find resources that demystify wealth management and put you in control.

Meet Our Thought Leaders