Jessica began her career in the investment business in 2000. Prior to forming Millennium Private Wealth she was associated with IJL Wachovia and UBS Financial Services in Charleston, SC. Jessica formed a partnership with Steve Meyer, Bill Rouse and Jeff Burton in 2016. Together they work closely with families and business owners in order to develop comprehensive wealth management strategies. As a team, they advise a select number of clients to ensure the highest level of personal attention and responsiveness. They view each client relationship as a long term commitment.
Jessica is a graduate of the University of Denver earning a BS in Business Administration with an emphasis on finance. She is registered as a General Securities Representative, an Investment Advisor and holds her insurance license. Jessica has also been designated a Certified Financial PlannerTM.
Jessica is an active member of the Garden Club of Charleston but spends most her time outside of work with her husband and two children.
AL, FL, GA, MA, MD, NC, NH, PA, SC, TX, VA