As a Client Services Advisor, Jessica’s main role consists of collaborating with a team of advisors to ensure client’s needs are met. Born in New Cumberland, West Virginia and now residing in South Carolina, Jessica received her undergraduate degree in Business Management from West Liberty University. Having a variety of experiences in insurance, accounting, and finance for several firms since 2007, Jessica obtained her Series 66 and Series 7 certifications along with her Life and Health Insurance License.
Aside from spending time with family, she enjoys spending her free time netting, and cooking different recipes. Working at Worth Advisors, she often looks forward to finding different ways to make clients happy everyday. Her mission is to enrich the lives of clients through exceptional service.
She describes Worth Advisors as a place with a great atmosphere in which she considers herself as a part of a team. Looking into the future, she sees Worth Advisors continuing to grow nationwide, where she still sees herself being part of the team. As a very detail oriented person she lives by the quote of “Treat Others the way you want to be treated.” She uses this quote often as advice to the next generation of millennials, she sees it as a great quote for other people to live out, especially while working with others.
Interview and Article By Mayra Parrilla, Worth Advisors Intern