As a Financial Planning Associate, Jessica contributes to the advisory team by preparing recommendations, investment proposals, data reports, and meeting agendas. She also creates and implements new account applications and servicing forms.
Prior to joining WMS, Jessica was with MassMutual and AIG Financial advising clients on their investments and insurance needs. She has been working in private equity for the past thirteen years.
Jessica graduated Cum Laude from Wake Forest University, where she earned a Bachelor of Arts in Communication. Jessica participates in various local community service opportunities, including working with the Salvation Army’s Forgotten Angels program.
Each day presents new challenges. I enjoy reading about financial news and capital markets. I feel fulfilled knowing that my contributions make a meaningful impact on the lives of many individuals and families today and in the coming years. I’ve also had the opportunity to apply financial planning knowledge to my own situation.
I love our culture and working with my colleagues. WMS values collaboration and the unique talents each individual brings to the organization. The people are humble yet united in our commitment to excellent client service. I feel valued and excited to be part of this organization.
I studied abroad for a semester during my senior year of college. While in Europe, I had the amazing opportunity to visit England, Italy, Austria, Germany, Hungary, Spain and France. I especially enjoyed seeing the impressive Colosseum in Rome and tasting the different cuisines in each country.
I consider myself an active person; I enjoy exercising at the gym and going for walks or runs. I have been skiing since childhood, and I try to go on at least one ski trip each year. This fall I will participate in my first triathlon.
I also come from a musical family, and I’ve taken voice lessons as an adult. I used to paint and draw often; I look forward to becoming artistically active again.
Cooking is another interest of mine, and I especially enjoy entertaining and spending time with friends and loved ones.