Jessica delivers a high-quality level of administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients and to ensure they enjoy a dedicated and focused client experience.
Jessica also supports the business operations of our team, rebalances accounts and assists the financial advisors in reviewing accounts. She holds Series 7 and 63 securities licenses and a life insurance license.
Her duties also include daily account trading, overseeing staff and office workflow, monitoring daily cash flow and incoming funds and assisting clients with account-related questions.
Before joining our team in May 2017, Jessica was a banker at First Horizon. She attended the University of Tennessee.
Originally from Johnson City, Tennessee, Jessica lives in Murfreesboro with her husband, Brandon, and children, Ryan and SJ. In her free time, Jessica enjoys reading and Pilates.
Jessica is also dedicated to serving the community. She serves in childcare at her church and assists with Volunteer Income Tax Preparation (VITA) for low-income families.
Raymond James does not provide tax or accounting services.