• Jessica Thompson, AAMS®, CDFA®

    Branch Manager, Financial Advisor

    Accredited Asset Management SpecialistSM
    Certified Divorce Financial Analyst™

With over 25 years of experience in financial services, I have dedicated my career to guiding individuals through the often-complex world of personal finance. My approach is rooted in the belief that every financial situation is unique, and I work closely with each client to create customized strategies that align with their personal goals and circumstances. Whether navigating career transitions, planning for retirement, managing the financial impact of divorce, or preparing for the financial costs of elder care, I’m committed to providing tailored solutions that address the specific needs of each client.

I began my career with Edward Jones, where I developed a deep understanding of personalized financial planning, building long-term relationships based on trust and careful attention to detail. In 2011, I established my own practice with Raymond James, expanding my services to offer even more comprehensive, individualized financial plans. By taking the time to truly understand each client’s unique financial journey, I help them craft strategies that reflect their goals and help provide a clear path toward long-term success.

As an Accredited Asset Management Specialist (AAMS®) and Certified Divorce Financial Analyst (CDFA®), with Series 7, 9, 10, 63, 66, and 2-15 insurance licenses, I bring a wealth of knowledge to every client interaction. My qualifications enable me to provide thorough guidance across all aspects of financial planning, ensuring that each plan is as robust and personalized as possible.

Outside of my work, I live in Orlando with my family and remain active in both my community and church. My personal experiences with family life, caregiving, and life transitions enhance my ability to connect with clients on a deeper level, understanding not just their financial goals but the life events that shape those goals.

If you’re looking for a financial partner who understands that your financial needs are as individual as you are, I would welcome the opportunity to help you build a tailored financial plan that works for you.