portrait of Jessica N Millan
FINANCIAL ADVISOR
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About Jessica

Since joining Edward Jones in 2010, I have had the privilege of helping people achieve successful outcomes through life's transitions. I work with clients who are navigating transitional stages of their life, such as career changes – a new job, a layoff or retirement – as well as family dynamics – marriage, divorce or death. These life stages tend to be a vulnerable state in one's life; therefore, I focus on empathetic listening, creating a safe and confidential space, and serving as a "thinking partner" to sort through choices. Utilizing my established process, I guide clients in putting all the...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Charitable Giving
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesNovember 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Roberts Wesleyan CollegeMasters
  • St John Fisher CollegeBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Reading
  • Volunteering
  • Traveling
  • Active Lifestyle

Team Members

  • Jennifer Rogers
    Sr. Branch Office Administrator
  • Danielle McMullen
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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