How Can She Help You

 

Jean Ann has been in the investment business for twenty-eight years. Working with clients and their families in a highly client-centric approach is her specialty. Jean Ann seeks to develop a comprehensive investment plan that establishes clear objectives and investment strategies to achieve her clients’ goals. Whether it is retirement planning, portfolio construction, educational savings, establishing family legacies through family foundations, or preserving and transferring wealth within families, Jean Ann’s desire to understand clients’ needs and to develop and provide viable solutions is always her primary focus.

 

What Makes Her Knowledgeable

 

Jean Ann currently serves as a Managing Director – Investments at Wells Fargo Advisors and is a Certified Retirement Planning Counselor through the College for Financial Planning. She began her financial career in 1998 at Merrill Lynch, initially serving as a financial advisor. During her career there, she instructed current and future financial advisors at Merrill Lynch's Princeton corporate campus as well as spoke at multiple national corporate events. She eventually became a branch manager for Merrill Lynch. In April 2008, Jean Ann left Merrill Lynch for UBS Financial Services where she joined as a Senior Vice President of Investments. At UBS, she and her team were named and awarded as having an Aspirational Practice, an honor given to a select group of teams that demonstrate exceptional client service to a highly segmented group of clients. At UBS, Jean Ann mentored several financial advisors and continued to speak at national corporate meetings. Jean Ann has always made a point to go above and beyond when serving her clients, and she has continued to do so since moving to Wells Fargo Advisors in May 2017.

 

Getting to Know Her 

 

Jean Ann has lived in Fort Worth for 34 years and has served on multiple athletic, health and art related boards and committees.  Jean Ann’s favorite past time is playing pickleball with her husband and friends.  If you don’t find Jean Ann on the pickleball courts during her off hours, she is either at the gym, entertaining her godchild, hiking on the trail, or cooking with her husband.


CA Insurance License Number: 0D73207  Resident State: TX

Jackson has been on the team since 2023, and his role centers around enhancing the investment planning experience for clients. He addresses client objectives through several strategies, such as investment planning, insurance solutions, asset allocation, and portfolio guidance. His service-oriented approach is designed to ensure that clients receive personalized attention and tailored solutions that align with their goals.

 

What Makes Him Knowledgeable?

Jackson graduated from the University of Oklahoma with a degree in finance. Following graduation, he became licensed as a financial advisor receiving his FINRA series and securities registrations, as well as his general lines insurance license.

 

Getting to Know Him?

Jackson was born and raised in Fort Worth, Texas, where his love for baseball began. He continued to pursue this passion for sports in college, playing at Trinity University before transferring to OU to study Finance and Accounting. In his downtime, Jackson enjoys spending time with friends and family, trying new culinary spots, and perfecting his golf swing.

How I Can Help You

 

Not many people understand the maintenance that relates to client accounts. That’s where Carissa comes in. Carissa is known for her amazing organizational skills and exceptional client service. There isn’t a moment in the day where Carissa isn’t focused on best serving our clients' needs. It is hard not to end a conversation with Carissa without a smile on your face.

 

What Makes Me Knowledgeable

 

Carissa first joined our team in 2014, before graduating from Tarleton State University. Over the years, she has gained the insight and experience necessary to understand the fine details that go into monitoring client relationships. What Carissa loves most about her position is that every day presents a new opportunity to learn. This mindset has successfully prepared her to handle any of our clients' needs.

 

Getting to Know Me

 

If you can’t find Carissa, it is likely because she is enjoying the outdoors with her husband, Jared, two beautiful children, Cutter and Emma, and 180 pound Great Dane, Cinch. Originally from Weatherford, TX, Carissa’s free time activities include crafting, puzzles, going two-stepping with her husband Jared, playing outside with her family, and visiting the family ranch.

How I Can Help You

With strong organization skills and keen attention to detail, Yari helps to ensure that your needs are always met. Focused on a customer-first approach, Yari prioritizes understanding client needs to not only meet expectations but exceed them.

 

What Makes Me Knowledgeable

Yari studied marketing and management at The University of Alabama where she received her Bachelor of Science in Commerce and Business Administration. Growing up working in her family’s business, Yari developed a passion for helping others achieve their goals. It was this experience that shaped her drive to support clients in reaching their objectives.

 

Getting to Know Me

Originally from Chicago, Yari moved to Fort Worth after graduation and has developed a love and appreciation for southern culture. Though she has two older brothers who are 17 years older, she was raised much like an only child. She grew up immersed in the world of Latin ballroom, contemporary, and hip-hop dance styles. In her free time, she loves spending time with friends and family and cheering on her favorite football team, Alabama. Roll Tide!