Jessica joins Kaplan Financial from Bank of America/Merrill Lynch, where she was known as an intuitive and responsive licensed Financial Solutions Advisor and also holds the Financial Paraplanner Qualified Professional™ and (FPQP®) designation through College for Financial Planning. At Kaplan Financial, she will continue using her penchant for helping high net worth individuals and families to assist the advisors in creating successful financial plans and strategically centered investment portfolios.
Jessica enjoyed a long tenure with Bank of America, starting as a client service representative in 2011. She progressed through various roles as her exemplary financial and client service skills were recognized. At Kaplan Financial, Jessica’s multilingual communications expertise (Portuguese, Spanish, and English) is already helping our clients appreciate the nuances of Kaplan Financials’ services and counsel. Jessica holds Series 7 and Series 66 credentials and is registered through LPL Financial. She earned a B.S. in Business Administration from Framingham State University.
