JESSICA VETS
As a Certified Exit Planning Advisor (CEPA®), Jessica Vets is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
My Master's in Business Administration translated into a passion for working with people with an entrepreneurial attitude who are engaged in their communities. I look forward to listening to what is important to you and actively engaging with you on your journey to help you organize your wealth to achieve your goals. We will use our established process to create a plan that works for you and your family.
At Edward Jones, we want to know what is important to you. You deserve to work with someone you trust to help make sense of investing, someone who can help you feel confident in reaching your financial goals. I am committed to providing you with prompt, personal, confidential service.
Focusing on enjoyment in life, by identifying and better organizing goals allows my clients to see what is important to them. I enjoy partnering with my clients in their journey, discovering their priorities and making their goals a reality. Using our established process puts clients in the best position to succeed. Having a financial strategy provides a firm foundation so you know what to expect and can feel confident that you are on track.
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- Website:
https://www.edwardjones.com/us-en/financial-advisor/jessica-vets - Phone: 2064894782
- City: Seattle
- State:
- Postal Code: 98109
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
