Balancing life can be a struggle. Careers, family, health care costs, education costs, aging parents and longer life expectancies have made financial planning complicated. Since 1997, Jessica A. Thompson & her team have partnered with their clients to help make sound financial decisions as they navigate life’s uncertainties.
Beginning her career with Edward Jones and opening her own practice with Raymond James in 2011, she has gained the experience to steer clients through a multitude of situations. She takes the time to understand each individual’s situation and goals. She and her team then develop a personal financial plan to help them achieve those goals. They continue to monitor their client’s situation and adjust goals and planning when life (and/or the market) changes.
In addition to decades of financial planning experience, she also holds her Accredited Asset Management Specialist (AAMS) certificate and is currently working on her Certified Divorce Financial Analyst (CDFA) certification. In addition, Jessica holds her series 7,9,10,63, and 66 securities licenses as well as her 2-15 insurance license.
When she isn’t in the office, she enjoys spending time with her family. She and her husband live in the Orlando area with their three children, Grace, Christian, & Jack. They are active in their church, previously a mentor family with Love Orlando, football program with Pop Warner, and music program at Lake Nona High School. She understands the balance required when juggling two special needs boys, caring for an aging parent with Alzheimer’s, and the planning and costs that go along with those obligations. Those life events have helped her bring a distinct perspective and understanding to her planning.