Jessica is a wealth advisor with Egidio Lennon Wealth Management. She is also an Investment Adviser Representative of Commonwealth Financial Network®.
She joined Egidio Lennon Wealth Management in June 2008 as an administrative assistant after graduating from the University of New Haven with a degree in finance. Throughout the years, she evolved into the director of client services and was the liaison for clients in their meetings with Mark Egidio to ensure their needs and concerns were thoroughly and promptly addressed.
Jessica’s role is focused now on retirement income planning and assisting educators in understanding their benefits within the Connecticut Teachers’ Retirement Board system. In addition, she assists the team with research, portfolio review, trades, account rebalancing, and ongoing portfolio maintenance.
She obtained her FINRA Series 7, 63, and 65 securities registrations. She is currently studying for her CERTIFIED FINANCIAL PLANNER® certification.
Jessica loves to travel and was fortunate to grow up in beautiful places like Germany, Hawai'i, and Puerto Rico. Jessica lives in Wolcott with her husband, Justin, their beautiful daughter Camila, and their rescue pup, Luna. Jessica loves her new role as a mom, she enjoys baking and spending time with her family and friends.