Jenna Meza

Jenna Meza is a Family Wealth Advisor and Analyst at Harbour Capital Advisors, LLC, based in Washington, DC. She specializes in cash flow and financial planning, liquidity and liability management, and supports clients in tax, trust, estate, and charitable planning. Her expertise is focused on serving high-net-worth individuals and families, providing customized wealth management solutions tailored to complex financial needs.

Jenna covers a broad range of asset classes and investment strategies, with a particular emphasis on holistic wealth planning, fiduciary advisory services, and integrated investment management. Her work involves comprehensive financial planning, business succession planning, and philanthropic guidance, ensuring clients receive a multidisciplinary approach to wealth management.

Prior to joining Harbour Capital Advisors in 2015, Jenna was an Associate Financial Representative at Northwestern Mutual, where she held active licenses in life, disability, long-term care, health insurance, and annuities. She holds a Bachelor's degree in Spanish and Economics from the University of Virginia and brings a strong educational foundation to her practice. Jenna is recognized for her client-first approach, deep expertise in financial planning, and commitment to delivering unbiased, objective wealth management advice.