Jessica Reuss, CFA, CFP®
With over 22 years of investment experience, Jessica is passionate about helping families and successful business owners reach their goals. She believes in a comprehensive wealth management process assisting clients in wealth accumulation, wealth preservation and wealth transfers. Her business is built on integrity and cultivating long lasting relationships by providing exceptional customer service, customized advice and a disciplined approach to managing wealth.
Jessica brings a wealth of experience to her clients: she is both a CFA Charterholder as well as a CFP® professional. She is trained in the Collaborative Law Process; helping her clients secure their financial future after divorce. She continuously seeks to gain additional industry knowledge through on-going education.
Jessica is a board member of the Park Maitland School Foundation and The Children’s Home Society of Florida. She is a member of the CFA Society of Orlando and is involved with the Orlando Orthopaedic Center Foundation. When she is not doing what she loves professionally or supporting her community, Jessica enjoys traveling with her husband and twins, golfing, drinking nice wine and cheering on the Kansas Jayhawks.