Jessica is a Client Relationship Specialist with WealthPilot Financial (WPF). In her role with the firm, she is responsible for delivering world-class support services to our clients. Her activities also include providing support to our team of financial planners in the areas of client services, administration, investments and insurance.
Jessica’s responsibilities include meticulous contact with both current and prospective clients of the firm, as well as managing the practice’s insurance and investment operations. Jessica has worked in the financial services industry since 2017, and has been affiliated with WPF since 2020. She is currently studying for the Life & Health Insurance License and Series 7. In addition to her work in the financial services industry, Jessica also has over 10 years of professional experience in client services and management.
Jessica is from the suburbs of Philadelphia and is now a resident of New Jersey with her dog Dexter.