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Taylor Jessee Location
Virginia, United States
Taylor Jessee Work
Financial Planner @ (November 2022 - Present)
Director of Financial Planning @ (September 2018 - November 2022)
Financial Advisor @ (June 2017 - September 2018)
Wealth Advisory Associate @ (June 2016 - June 2017)
Senior Analyst @ (January 2016 - May 2016)
Analyst @ (July 2013 - January 2016)
Assurance Associate @ PwC (August 2012 - July 2013)
Taylor Jessee Education
Baylor University
Master's degree (Accounting)
2011-2012
Baylor University
Bachelor of Business Administration (BBA) (Accounting)
2007-2012
Taylor Jessee Skills
Personal Financial Planning
Wealth Management
Retirement Planning
Financial Analysis
Investment Research
Taylor Jessee Summary
Taylor Jessee, based in Virginia, United States, is currently a Financial Planner at Impact Financial. Taylor Jessee brings experience from previous roles at Taylor Hoffman, Morgan Stanley and Tolleson Wealth Management. Taylor Jessee holds a 2011 - 2012 Master's degree in Accounting @ Baylor University. With a robust skill set that includes Personal Financial Planning, Wealth Management, Retirement Planning, Financial Analysis, Investment Research and more. Taylor Jessee has 2 emails and 2 mobile phone numbers on RocketReach.
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