Edward Jones - Financial Advisor: Jessica L Villagrana
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Jessica L Villagrana serves clients with $1,000,000 plus and holds CFP®, CPWA®, and CEPA® designations.
Best for
- wealth strategies for clients investing $1,000,000 plus
- estate and legacy strategies
- LGBTQ+ financial planning
- special needs financial considerations
- entrepreneurs and business owners
- healthcare professionals
Look elsewhere if
- investors planning to invest less than $1,000,000
Specialties
- wealth strategies
- estate and legacy strategies
- LGBTQ+ finances
- special needs financial considerations
- entrepreneurs and business owners
- healthcare professionals
Certifications
- CFP®
- Certified Financial Planner®
- CPWA®
- Certified Private Wealth Advisor®
- CEPA®
- Certified Exit Planning Advisor®
- MBA
What makes them different
- Accepting new clients with $1,000,000 plus
- Jessica L Villagrana holds CFP®, CPWA®, and CEPA® designations
- Focus areas include LGBTQ+ finances and special needs financial considerations
- Focus areas include entrepreneurs and business owners and healthcare professionals
- Web conferencing is available
Distilled from this business's own website.
Contact & Location
- Address
- 180 Providence Rd Ste 1C, Chapel Hill, NC 27514
- Phone
- (984) 219-6635
- Website
- https://www.edwardjones.com/jessica-villagrana
- jessica.villagrana@edwardjones.com
Services
- wealth management
- estate and legacy planning
- financial planning
- investment account opening
- financial strategy reviews
- major financial event planning