Jessica Porcelli

Education

Jessica is a CERTIFIED FINANCIAL PLANNER™ professional, an Investment Advisory Representative and has her Wisconsin Life and Accident & Health Insurance Licenses. She graduated with Dean’s List Honors from the University of Wisconsin – Madison with her Bachelor of Science in Personal Finance.

Overview

Jessica has over a decade of experience in the financial services industry working primarily with high net worth individuals. She has spent the majority of her career guiding clients through the various stages of wealth including wealth accumulation, wealth income generation, and wealth distribution. Through this process, Jessica is able to provide a holistic approach that provides clients’ with a plan for long term success.

Upcoming speaking engagements

View More

Resources and event materials

View More