Jennifer Anderson

Jennifer Anderson, CFP®, CKA®

Senior Financial Planner
Chicago, IL
jennifer.anderson@bluetrust.com
(847) 945-2214

Jennifer Anderson is a senior financial planner for the Private Wealth division of Blue Trust and serves clients out of the office in Chicago, Illinois.

Jennifer analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. She evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.

Prior to joining Blue Trust in 2019, Jennifer worked for Covenant Trust Company, First American Bank, and Northwestern Mutual. She has broad experience in personal financial services including investments, trusts, insurance, compliance, and retirement services.

Active in her church and local community, Jennifer has served and participated on many committees and boards for her church, children’s activities, and schools.

Jennifer and her husband, Jay, reside in Northbrook, Illinois. They have three children and enjoy family road trips to see different areas of the United States. Jennifer loves to run early in the morning to be rewarded with beautiful sunrises.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

Aligning Your Portfolio With Your Convictions

A Holiday Message From Our CEO

Aligning Your Portfolio With Your Convictions

A Holiday Message From Our CEO

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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