Jessica is a financial advisor based in Washington, D.C. She offers advice to individuals and families in developing and achieving their wealth accumulation, retirement and legacy goals. Her clients consist of business founders, senior executives, self-employed professionals and next-generation family members. In addition, Jessica specializes in helping women navigate the special set of considerations that can impact their financial lives.
Jessica’s first step in onboarding a new client is to catalog, consolidate and organize all of their investment assets, including all 401(k) retirement plans, real estate and private investments. Second, with input from the client, she produces a comprehensive wealth management plan that includes goal scenarios, a Monte Carlo analysis, an estate module and an insurance review. Jessica then develops an investment strategy designed to achieve the client’s goals as set out in the wealth management plan. Finally, she and her team at RBC Wealth Management provide exceptional ongoing service to clients, including performance reporting, working with the client’s other professionals such as CPAs and attorneys, and banking and cash management.
Prior to joining RBC, Jessica spent five years as a financial advisor at Morgan Stanley Wealth Management in Washington, D.C. She began her investment career as an investment banker at Legg Mason Wood Walker, Inc., serving as associate, vice president and principal. Jessica received an MBA with high honors from Boston University and a Bachelor of Arts degree from Wellesley College with honors.
Ms. Lee holds the FINRA Series 7, 24, 63 and 66 securities licenses. In addition, she is licensed to sell and consult on life and health insurance and variable annuities.