Jessica Matthews, CFP®, CDFA®
Wealth Advisor

Jessica is responsible for advising and providing customized wealth management solutions for clients. Prior to joining Beacon Pointe, Jessica worked for TD Ameritrade as a Senior Financial Consultant, where she helped High Net Worth Individuals with financial planning, asset protection and investment management. Prior to TD Ameritrade, Jessica began her career at Fidelity Investments and during her time there was responsible for client and associate advocacy and investment solutions. Jessica holds the Certified Financial Planner™ (CFP®) certification as well as the Certified Divorce Financial Analyst (CDFA®) designation. She graduated from Hofstra University with a bachelor’s in business administration with a focus in international business.  Jessica has two daughters and in their spare time love to experience diverse cultures, soak in the history and appreciating the world’s natural beauty.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...