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portrait of Jessica M Engel
FINANCIAL ADVISOR

Jessica M Engel

CFP®, CRPC™
608 SE 2nd Street, Evansville, IN 47713opens in a new window
CallSend Me a Message

About Jessica

My goal as a financial advisor is to build trusting relationships that develop into enduring, long-term financial partnerships. I continuously invest my time into truly understanding my clients and their financial goals. I strive for excellence in the service and advice I provide to my clients, so I earned the CRPC™ designation.

Accountability and trust are at the core of all of my relationships. I guide clients in developing financial strategies that are uniquely tailored to their future dreams and goals. Using an individualized approach, I offer financial experience and creative strategies for success. The partnerships that I develop focus on...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Divorce Finances

Work History

  • Edward JonesMarch 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • DePaul UniversityMaster of Business Admin

Personal Interests

  • Personal Fitness
  • Volunteering
  • Tennis
  • Traveling
  • Spending Time with Family

Team Members

  • Madelyn Harrelson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(812) 858-6104

Fax

(877) 649-1664

Office Address

608 SE 2nd Street
Evansville, IN 47713opens in a new window

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