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 approach to acknowledge and understand a client’s individual needs and goals. 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 is a graduate of Holyoke Community College where she studied Liberal Arts and Sciences. Jessica holds her Series 6, 63, 66 and 7 registrations and 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 active runner having completed six half-marathons. She currently lives with her husband Patrick in Newington CT, where they spend time camping, skiing, hiking, biking and boating. Having grown up in Western Mass, she feels a deep connection to the community and the customers of PeoplesBank.
