Jessica Christy, CFP

My motivation is to help clients work towards their investment goals. I listen to our client's needs and wants, and get a clear idea of their current financial picture to build a comprehensive plan that is tailored to every unique client. I attended school at the University of Pittsburgh, graduating Summa Cum Laude with a Bachelor's degree in Business Administration, with a major in Finance, minor in Economics, and focuses in Marketing and Information Systems. I was fortunate enough to study abroad in Valparaiso, Chile and in London, England. I began my career at Wells Fargo Advisors as an intern while in college in Pittsburgh. The connections I made during that year helped me transition into a Client Associate role immediately after graduation. I continued in that role until my move to North Carolina in August of 2014 at which time I became a Financial Advisor. I completed the Certificate of Financial Planning program at Duke University in 2018, and earned the designation in 2019. I am a CERTIFIED FINANCIAL PLANNER? professional. I hold the FINRA Series 7 and 66 registrations as well as Life/Health and Medicare Supplement/LTC insurance licenses. I have been married to my best friend, Tom, for 6 years, and we are the proud parents of our son, Louis, born in June 2022. Together we enjoy traveling, hiking, and playing with our 9 year old 'puppy', Desdemona, who we adopted from the Wake County Animal Shelter. Contact me if you'd like me to help you develop strategies for pursuing your financial goals. Resident State: NC