Jenna Breon

Jenna Breon serves as Surgeons Capital Management (SCM)’s Client Relationship & Operations Specialist, working closely with clients and financial advisors to support the delivery of an exceptional client experience. In her role, she is instrumental in coordinating client services and managing operations, with a focus on delivering a highly personalized approach tailored to each client’s unique needs.

Jenna earned her Bachelor of Science in Finance from West Virginia University and holds a Credentialed Holistic Financial Coach certification. The credential is awarded by Equitable Advisors in collaboration with Columbia University.. She began her career at Equitable Advisors as a Financial Advisor, where she developed a strong foundation in financial services and operations.

Jenna brings a thoughtful, relationship-driven approach to her work, fostering long-term relationships through strategic communication, attention to detail, and a steadfast commitment to excellence. Her dedication to creating a seamless and responsive client experience helps ensure that clients feel valued, informed, and confident throughout their relationship with Surgeons Capital Management.

Outside of work, Jenna enjoys spending time with her family and exploring the great outdoors. She is passionate about wildlife conservation and giving back to her community, volunteering both locally and abroad. Her dedication to service extends beyond her professional role and reflects her broader commitment to making a positive impact.

The Credentialed Holistic Financial Coach title and custom coaching credential is available exclusively to financial professionals (FPs) of Equitable Advisors who seek to have deeper more personal conversations with their clients. The credential is awarded by Equitable Advisors, based upon the FP’s receipt of a certificate of completion of the Holistic Financial Coach Program. In a collaboration between Columbia University’s Coaching Center of Excellence and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. Columbia’s Coaching Center of Excellence has earned a global reputation as the “Ivy-league” of evidence-based, high-impact coaching education and training.