Jessica works with individuals who seek guidance and collaboration in planning for their family’s future and their own retirement. She listens, provides service and helps them determine the most profitable and appropriate path forward. Jessica has worked for reputable financial firms such as Cadaret Grant, T. Rowe Price, Equitable and Morgan Stanley. She has held titles including annuity planning specialist, intermediary sales consultant, divisional sales desk manager, internal wholesaler and registered associate.
She earned her bachelor’s degree in business administration from Loyola University Maryland. Jessica passed the Series 7, 26, 65 and 66 exams. She also holds life, accident and health insurance licenses. Her primary goal is to make clients feel seen and comfortable, encouraging open dialogue to address their desires and sort out their needs.
Jessica grew up in the Syracuse area before heading off to college. After spending 4 years in Baltimore for school, she accepted a position at the Baltimore Morgan Stanley office as a Registered Associate. After about four years there, she transitioned to wholesaling and relocated to the greater New York City area. During her time at Equitable as an internal wholesaler (and later sales team manager), she met her husband and they married in 2019. They decided to move back to Baltimore when she was offered a wholesaling position at T. Rowe Price. They moved just before the pandemic, which was unfortunate, but during their time in Baltimore, they welcomed their first son, Beckett and learned they were expecting their second son, Brooks. In 2021, they relocated back to Syracuse, New York, where Jessica switched companies and became the firm’s annuity specialist for a local broker-dealer, Cadaret Grant. In 2023, they welcomed their final addition to the family, their daughter, Cameron Jane.
Jessica spends almost all of her nonworking time as a mom, but when the opportunity arises, she enjoys taking Peloton classes, participating in the ladies and couples league at their local golf course, and socializing with friends and family.
