Jessica Hart
Jessica Hart, AAMS®
PeoplesWealth Advisory Group
Wealth Advisor, Raymond James Financial Services
Mobile Phone: 413.335.8522
Jessica Hart brings over a decade of experience in the financial services industry and joined PeoplesWealth in 2020. She strives to develop long-term client relationships by considering their unique and personal goals, while providing viable solutions for every element of the wealth management equation throughout life’s changes.
As a seasoned Wealth Advisor, Jessica takes a comprehensive and holistic approach to acknowledge each client’s overall financial well-being. She addresses questions and financial concerns with empathy and compassion. Once she achieves clarity surrounding investment objectives, investment experience, and risk tolerance, she will develop a customized financial plan and adjust that plan as her client’s needs change over time.
Jessica holds the title of Investment Management Consultant with Raymond James to better serve her clients. This designation shows that Jessica demonstrates competence in investment management theory and consulting practices. This also means that Jessica accepts the responsibility to maintain a high degree of skills in investment management consulting and to uphold her commitment to placing investors' interests first.
Jessica is a graduate of Holyoke Community College where she studied Liberal Arts and Sciences. She holds her Series 6, 63, 66 and 7 registrations as well the AAMS designation. She is also MA and CT Life and Health Insurance licensed. In her free time, Jessica has a passion for the outdoors and is an avid runner having completed six half-marathons. Jessica enjoys spending time camping, skiing, hiking, and biking, amongst many other adventurous activities. Having grown up in Western Mass, she feels a deep connection to the community and the customers of PeoplesBank. Now residing in West Hartford CT, she is focusing on expanding her presence in Central Connecticut.
Disclosure
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting Program.
