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 Pasquale is a wealth advisor at Curi Capital, where she has been advising clients since 2021. She brings extensive experience working with high-net-worth individuals and families, having spent most of her career at BB&T, First Citizens, and First National Bank. Jessica specializes in comprehensive financial planning, helping clients navigate complex financial decisions with clarity and confidence.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Certified Exit Planning Advisor (CEPA®), Jessica is deeply committed to understanding each client’s unique circumstances, values, and long-term goals. She finds the most fulfillment in building lasting relationships with clients and their families, uncovering what matters most to them, and developing thoughtful, efficient strategies to help them work toward achieving financial security and success.
Jessica lives in Raleigh with her husband and their son and daughter. Outside of work, she enjoys painting abstract and floral artwork, a creative outlet she balances alongside the busy and rewarding life of raising a young family.
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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