Jessica began working with Raymond James (formerly Morgan Keegan) in 2010. Jessica brings a fresh, relatable approach to the complex world of personal wealth planning. As she puts it, “people need someone who can guide them through the confusing world of wealth planning.” Helping someone plan for the future is personal and that's why Jessica is dedicated to building a close rapport with every client. She focuses on listening to each client and learning about their life on a one-on-one basis. This allows Jessica to then create a truly customized approach to each client's financial goals and needs.
Jessica offers experience in investment strategies, portfolio management, asset allocation, measurements of risk and return, and tax and insurance planning. She holds Series 7, 63 and 66 licenses. She is also licensed for health, life and variable annuities. As an advisor, Jessica provides her clients with investment strategies that are designed to build wealth through comprehensive wealth management. Jessica helps her clients develop retirement strategies in both the accumulation stage and distribution stage, estate planning, educational planning, and non-traditional financial planning for individuals, business owners, and corporate executives.
Born and raised in Arkansas, Jessica received her education at the University of Arkansas. Her commitment to further education continued with the College of Financial Planning which ultimately led Jessica earning the certification as an Accredited Asset Management Specialist –AAMS®. Jessica expects to complete additional course work with Kaplan University to earn the CERTIFIED FINANCIAL PLANNER™ certificate in 2017.
Jessica lives in Little Rock with her boxer Chaco. In her free time, Jessica enjoys the beautiful nature of the state through camping, hiking, attending sporting events, tennis and playing golf. She enjoys traveling and exploring new locations and culture.
Accredited Asset Management SpecialistSM
Individuals who hold the AAMS® designation have completed and passed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues.
Getting to know Jessica
- Favorite Food: Anything off the grill
- Favorite T.V. show: Law and Order SVU
- First thing you do each morning: Enjoy a cup of coffee while checking my email
- Favorite lunch spot: Brave New
- Quote: “Never test the depth of the river with both feet” –W. Buffett
- Best advice received: My mom instilled in me the virtue to always be straightforward and honest. Also, if something sounds too good to be true, it probably is.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.