Jessalyn Withers, RICP

Jessalyn provides comprehensive investment planning by developing strong relationships based on thoroughly understanding the client’s goals and objectives. Learning what’s most important and then working tirelessly to help each client achieve their goals.

Jessalyn integrates the client’s objectives into a customized plan that is updated as life changes occur. Her experience with data analytics allows her to create detailed investment strategies to fit the specifics needs and situations of her clients. This plan-based approach helps ensure clients stay on track with clearly defined goals and review of their progress.

She began her career in 2009 with Leonard Financial Group, a registered investment advisory firm. It was here that Jessalyn developed fundamental planning skills. In 2015, Jessalyn joined Wells Fargo Advisors. This transition allowed her to move into a practice that truly takes a team approach in providing personalized financial advice for individuals and families.

Jessalyn is a graduate of the University of Central Florida where she earned a Bachelor of Science in Biology with a minor in Sociology. In 2021, she earned the Retirement income Certified Professional (RICP®) designation.

Jessalyn spends her free time with her family and friends. She likes to stay active both physically and mentally, whether it’s playing or coaching soccer, or tackling the CrossFit WOD (workout of the day) with friends. 

Jessalyn especially enjoys participating in the local community, as a member of AAUW, American Association of University Women, she helps the youth of the community through reading programs and science fair projects. She is also a member of her local American Legion Auxiliary.