For more than 20 years, Jessica has helped her clients with retirement and financial planning. She takes the time to understand each individual’s goals and develops a personal financial plan and strategy to help him or her achieve them. Her mission is to not only serve as a trusted advisor for a lifetime, but to also help each client leave a legacy for their loved ones and favorite causes.
As an Accredited Asset Management SpecialistSM, Jessica has the expertise and experience to help guide her clients through all key stages of their lives. She has a special focus on helping clients at or near retirement, and works closely with widows and people with special needs.
Jessica began her career in the financial services industry in 1997 with Edward Jones, where she held a variety of positions, including trainer, mentor and financial advisor. In 2011, she became the branch manager of the Oviedo office of Raymond James, and today manages the East Orlando office.
She has been active in her community over many years and has served as a member of the Rotary Club; a Sunday School teacher for the First Baptist Church of Orlando; a family mentor for Love Orlando; treasurer for the Boy Scouts; and a volunteer with Pawsitive Action Foundation, a not-for-profit organization that trains service dogs for children with special needs.
A mother of three, Jessica is extremely active in her children’s school and athletic activities. She has taught economics at Oviedo High School as part of the Junior Achievement program. Her sons have special needs, so she has served as an advocate for their occupational, behavioral and social therapies.
Jessica holds her series 7, 9, 10, 63 and 66 securities licenses as well as her 2-15 Life, Health and Variable Annuity insurance license.
Raymond James is not affiliated with any of the listed organizations.