Edward Jones: Financial Advisor - Jessica Villagrana, MBA, CFP®, CPWA®, CEPA®
Categories
Financial Planning & Investment Insurance
About
Understanding financial markets can be challenging, and ever-changing tax laws and economic conditions only serve to complicate them even more. Given these complexities, it is essential to partner with a professional who understands your values and can efficiently guide you to achieve your financial goals. I build enduring relationships with my clients based on authenticity, transparency and a deep commitment to those who put their trust in me.
As a seasoned wealth advisor, I use an established process to help define, organize and operationalize practical strategies that addresses my clients’ personal definitions of financial security. We pride ourselves on a service model that includes regular contact to discuss market, economic, and lifestyle developments to determine if we should adjust strategies to account for changes in circumstances.
My Carrboro team is backed by thousands of support personnel and the advanced technology of Edward Jones to help ensure my clients receive the most current and comprehensive guidance anywhere in the country. In addition, I request the opportunity to work with you and your attorney, accountant and other trusted professionals to deliver holistic solutions that leverage everyone's expertise.
I have been a financial services professional since 1999. I am proud to be the first member of my family to graduate from university. I later earned my MBA at Thunderbird School of Global Management, with studies in global trade and geopolitical economics in Europe and the Middle East. Prior to joining Edward Jones, I served as a management consultant to leaders in the closely held business and nonprofit sectors.
I call Chapel Hill/Carrboro home along with my husband, son and four rescued fur-kids. I strive to be a community partner who contributes through a spirit of service, inclusion and social awareness. I am the Chair of the Board of Directors of TABLE NC and also serve in volunteer leadership roles with the Autism Society of North Carolina, Carrboro Business Alliance, and the Financial Planning Association of the Triangle.