Jessica joined Meridian Wealth Management in 2023, bringing with her eight years of experience at UBS Financial Services as a Registered Client Services Associate. In addition to be being a CFP® Professional, Jessica holds her Series 66 license as well as both Kentucky Health & Life Insurance licenses. Jessica graduated from the University of Kentucky where she earned her Bachelor’s Degree in Finance.

As a Wealth Management Services Associate, Jessica works closely with clients servicing their daily needs and utilizing her financial planning skills to develop plans that help clients reach their goals. When she isn’t in the Lexington office, Jessica enjoys spending time with her husband, Jonathan, reading and taking reformer Pilates.

859-721-2892 | EMAIL JESSICA | LEXINGTON, KY