JENNIFER A. MESSA

• Develop and implement innovative estate planning strategies tailored to clients' unique financial situations.
• Conduct thorough reviews of clients' financial and estate documents to ensure compliance and optimal structuring.
• Serve as the primary point of contact for high-net-worth clients, addressing their estate planning inquiries and concerns.
• Collaborate with other departments, including tax and investment teams, to ensure a holistic/comprehensive approach to client estate planning.

• Led team of wealth strategists to advise clients on wide range of complex estate and financial issues for six wealth management teams in Philadelphia, Southern New Jersey, and Delaware markets
• Conducted weekly and monthly check-ins and book reviews with teams to ensure performance management and activity overview met or exceeded targets
• Developed and delivered strategic plans to grow revenue and assets under management, client retention, and satisfaction
• Executed the strategic integration of wealth strategy techniques into the wealth management team, fostering a synergistic environment that maximized client outcomes and revenue
• Created business succession / transition capabilities by collaborating with corporate and commercial bankers, including ongoing communication with company leadership and pipeline management
• Developed private business strategist process involving both wealth management and company teams, resulting in tangible growth and successful business transitions
• Developed relevant subject matter content and delivered presentations to target audiences, enhancing knowledge and awareness of wealth strategy capabilities
• Played a key role in creating the Private Business Strategist role, establishing alignment with channel partners, streamlining collaboration, and increasing the effectiveness of the team
• Facilitated the development of a partner loan program with international law firms, taking a holistic approach beyond traditional banking services, leading to improved client satisfaction and comprehensive support
• Spearheaded outreach to various women in business organizations, focusing on education to showcase wealth strategy capabilities and better serve this segment
• Assumed responsibility for all aspects of performance management and activity overview for the team, ensuring optimal performance and adherence to goals
• Collaborated with the philanthropic and impact team to raise awareness and develop capabilities for use with clients, prospects, and internal partners
• Actively engaged in creating content for Family Business Magazine and participated in panel discussions, contributing to thought leadership and industry insights
• Worked closely with the Corporate Advisory Board to assist businesses in achieving growth through access to the right capital and developing strategic exit plans
• Addressed areas such as working capital efficiencies, exit and liquidity alternatives, executive compensation, growth via mergers and acquisitions, dividend recapitalization, ESOP implementation, and sales to third parties

• Grew settlement fee-based revenue across bank footprint while developing and delivering training to functional advisors, channel partners, COIs, and prospects
• Spearheaded the growth of estate settlement business by developing and implementing strategies for internal partners to identify, analyze, close, and execute estate settlement transactions, resulting in increased revenue and business expansion
• Established market and individual goals to drive the team's performance and ensure alignment with company objectives, consistently meeting and exceeding targets
• Developed effective triggers and talking points for client conversations, enhancing communication and ensuring that clients were well-informed about estate settlement options
• Provided valuable education to the asset management group on estate settlement practices and future fee business for fiduciary appointments, contributing to their expertise and enabling them to offer comprehensive solutions to clients
• Created impactful marketing materials that effectively promoted estate settlement services, which increased client engagement and brand visibility in the market

• Served as primary contact responsible for overall client experience
• Coordinated communications, advisors, and strategy for meeting client goals proactively
• Implemented investment, fiduciary, banking, and wealth strategy resources

• Expanded and grew wealth management for Philadelphia suburban market
• Increased awareness of wealth management capabilities with retail and corporate banking partners, resulting in strengthened collaboration and comprehensive client solutions

• Identified wealth management and trust opportunities and played integral role in closing new business
• Provided estate planning, estate administration, and fiduciary and income tax advice to clients as member of integrated wealth management team
• Co-partnered with Delaware Advantage trust specialist to develop Delaware Trust opportunities and educate Delaware Trust candidates, including individuals, business owners, and tax-exempt organizations and their attorneys
• Prepared and presented legal seminars on estate and tax planning topics to prospective clients and bank employees in other channels

• Handled all aspects of estate planning and estate administration, fiduciary, and income tax assignments
• Prepared all necessary federal and state tax returns for estates, trusts, and individuals, including REV 1500; Forms 706, 709, and 1041; PA-41; New Jersey ITNR; and New Jersey state estate returns as needed
• Prepared federal and state income tax returns for individuals and final life period returns

• Maintained and managed firm's estate planning, estate administration, and income tax practice
• Drafted estate planning documents, wills, and revocable / irrevocable trusts, including ILIT, GRAT, CRUT, Special Needs Trusts, and ancillary documents
• Handled all aspects of estate administration
• Prepared all necessary federal and state tax returns for estates and trusts, including REV 1500; Forms 706, 709, and 1041; and PA-41

• Advised and prepared estate planning documents necessary to effectuate specific client objectives, including wills, codicils, trusts, power of attorney, and advanced health care directives
• Performed all aspects of estate administration
• Prepared Pennsylvania and New Jersey inheritance tax returns, final accounting, and necessary releases

• Provided estate planning services to clients of a five-attorney complex litigation firm

• Provided full-range estate-planning services to clients of 4-attorney real-estate firm