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Washington D.C. Five Star award winner

PROFESSIONAL PROFILE

Jennifer MacLennan

Burt Wealth Advisors
6116 Executive Blvd Ste 500
North Bethesda, MD 20852
Office: 301-770-9880
jmaclennan@burtwealth.com
www.burtwealth.com

Professional Approach

Jennifer MacLennan is a Vice President, Financial Advisor and Investment Committee Member at Burt Wealth Advisors, an independent boutique wealth-management firm serving the Baltimore-Washington Metro area. As a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant, Jen has over 20 years in the financial services industry. Jen helps her clients gain peace of mind by listening carefully to their needs and organizing their finances into a comprehensive asset management plan built to achieve their financial goals. She creates “living documents” that are flexible enough to meet unexpected challenges yet disciplined enough to maintain their long-term vision. In addition to possessing exceptional organizational skills, Jen has a public accounting & tax background that enables her to simplify complex tax issues -- qualities her clients truly value.

As an Investment Committee Member at Burt Wealth, Jen is intimately involved with the development of the firm's equity portfolio. The committee's forward-thinking investment research & analysis leads to informed recommendations and creative strategies in which clients are involved every step of the way.

For over 25 years, Burt Wealth Advisors has served as a trusted partner of high-net-worth individuals and families wishing to protect and grow their assets. Burt Wealth Advisors is a fee-only, Registered Investment Advisor. Their Fiduciary responsibility ensures that clients’ interests come first and there will never be a conflict of interest when making a recommendation.

Custom Wealth Management Plans
Financial Planning for Retirement/Tax Reduction/Businesses/Education Funding
Estate Planning
Wealth Management Investment/Tax Strategies
Charitable Planning
Investment Strategies for Women

Clients: high-net-worth individuals, business owners & professionals, pre-retirees, retirees, corporate executives, divorcees, widows

Contact Info: 301-770-9880, jmaclennan@burtwealth.com or www.burtwealth.com

This award was issued on 10/17/21 by Five Star Professional (FSP) for the time period 01/4/2021 through 07/23/2021. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2091 Washington DC-area wealth managers were considered for the award; 121 (6% of candidates) were named 2021 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2020: 2535, 115, 5%, 9/1/20, 1/27/20 - 8/21/20; 2019: 1956, 122, 6%, 10/1/19, 12/31/18 - 8/9/19; 2018: 1975, 100, 5%, 10/1/18, 2/1/18 - 8/24/18; 2017: 1417, 106, 7%, 10/1/17, 2/8/17 - 8/22/17; 2016: 1665, 208, 12%, 8/1/16, 3/2/16 - 8/30/16; 2015: 1837, 227, 12%, 9/1/15, 2/14/15 - 8/10/15; 2012: 449, 97, 22%, 10/4/11, 2/14/11 - 8/10/11.
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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.