Joined Curi Capital
November 2021
Education
- BA in Journalism and Mass Communications from the University of North Carolina at Chapel Hill
Accreditations
- Certified Exit Planner Advisor®
- CERTIFIED FINANCIAL PLANNER™
Affiliations
- Relationship Advisor at First National Bank
- Senior Wealth Planning Analyst at First Citizens Bank
- Associate Advisor at Northwestern Mutual
Bio
Jessica is a Wealth Advisor with a focus in Financial Planning. She specializes in getting to know clients and families, helping them uncover and prioritize their life goals. Through the planning process she works to ensure each aspect of their financial lives is working together to achieve their goals while protecting them from unforeseen risks.
Before her role with Curi Capital, she served at First National Bank as a Relationship Advisor, spent 3 years at Northwestern Mutual as an Associate Advisor, and 4 years at First Citizens Bank as a Senior Wealth Planning Analyst. She earned a BA in Journalism and Mass Communications from the University of North Carolina at Chapel Hill.
Registered Rep: Investment Advisory Services are offered through Curi Capital. Securities are offered through Integrity Alliance, LLC. (LSF), member FINRA & SIPC. Integrity Alliance, LLC is not an affiliated company and does not provide tax or legal services.
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