Senior Client Advisor
Jessica has over ten years of experience in the financial services industry, including high net worth advisory, investment research and wealth planning. She is also experienced in strategy design and implementation for family businesses. Jessica brings a special skill set to address the concentrated asset pools these entrepreneurs love so well, one that seeks to support and balance an asset that brings great joy and purpose. She has an MBA from Babson College, has recently been named a Five Star Professional and comes from a family of small business owners.
One of Jessica’s favorite things to do with clients is to help them implement the financial strategy that was discerned during the creation of the mission statement. “I am always shocked by how differentiated each client’s mission statement is – it really becomes a guiding light for their portfolio both tactically and philosophically.”
As a co-founder of LEVATUS, Jessica is happy to be able to focus on what really matters to clients, whether it entails discussing how wealth can impact children, creating financial empowerment during retirement, or joining a community of like-minded individuals. Jessica is passionate about the role education has played in her life and gives back to the community by volunteering at two of her alma maters, Boston Latin School and Babson College.
Little thing that makes her laugh:
"My two year-old Victoria singing 'Happy Birthday to Mama' all year long."