As an Accredited Wealth Management AdvisorSM (AWMA), Jessica is committed to helping other pursue financial goals through the financial planning process. She emphasizes the importance of completing a personalized financial plan, implementing investment and risk management strategies, and monitoring progress.
Since joining Waddell & Reed after college, Jessica works with families and business owners in California and New York. Her most recent accomplishment is qualifying for Circle of Champions.*
Jessica is originally from the Peninsula in San Francisco Bay Area. Her financial background began at Cal Poly where she obtained Bachelors in Business Administration in 2007. She is committed to continuing education.
When not spending time with her family, friends and her Miniature Pinscher, Louie, she enjoys cooking, traveling, volunteering and working out.
Jessica values making a difference in the community and is involved in the following organizations: Burlingame Chamber of Commerce, Peninsula Power Partners, Peninsula Referral Group, Junior League of San Francisco, and Past President of Peninsula Connections.
*The awards are presented annually by the firm and are based on an analysis of investments, insurance and financial planning sales generated by the advisor. For more information regarding the awards and dates received, please contact Jessica.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18