Edward Jones - Financial Advisor: Jessica Villagrana CFP
Why pick this one
Edward Jones - Financial Advisor: Jessica Villagrana serves clients with $1,000,000 plus and holds CFP®, CPWA®, and CEPA® credentials.
Best for
- Clients planning to invest $1,000,000 or more
- Estate and legacy strategies
- LGBTQ+ financial considerations
- Special-needs financial considerations
- Entrepreneurs and business owners
- Healthcare professionals
Look elsewhere if
- Clients planning to invest less than $1,000,000
Specialties
- wealth strategies
- estate and legacy strategies
- LGBTQ+ finances
- special-needs financial considerations
- entrepreneur and business-owner finances
- healthcare-professional finances
Certifications
- CFP®
- CPWA®
- CEPA®
What makes them different
- Serves clients with $1,000,000 plus
- Accepting new clients
- Jessica Villagrana holds CFP®, CPWA®, and CEPA® credentials
- Focus areas include LGBTQ+ finances and special-needs financial considerations
- Focus areas include entrepreneurs, business owners, and healthcare professionals
- Serves
- Carrboro
Distilled from this business's own website.
Contact & Location
- Address
- 180 Providence Rd Ste 1C, Chapel Hill, NC 27514
- Phone
- 9842196635
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jessica.villagrana@edwardjones.com
Services
- wealth strategies
- estate and legacy strategies
- financial planning for LGBTQ+ clients
- special-needs financial considerations
- entrepreneur and business-owner financial advising
- healthcare-professional financial advising