Jessica Carter, CFP®, Wealth Manager

Jessica serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan to address all aspects of a healthy financial life including retirement planning, investment management, tax planning, estate planning, risk management and charitable planning. Her comprehensive approach focuses on a thorough understanding of your circumstances in order to provide a truly customized plan to help you achieve your goals.

Prior to joining Creative Planning, Jessica worked as a Financial Coach for a large financial institution. There, she was responsible for working with customers to meet their holistic financial needs and developing and teaching educational content on a broad range of personal finance topics.

Jessica received a Bachelor of Science degree in Finance from the University of Illinois. She was a recipient of the Bronze Tablet, an honor awarded to the top three percent of her college’s graduating class. She is also a CERTIFIED FINANCIAL PLANNERTM professional as designated by the Certified Financial Planner Board of Standards.

Jessica and her husband, Brendan, have three sons, Camden, Charlie and Henry. In her spare time, she enjoys spending time with her family and friends, cooking and traveling.

(312) 720-1423

[email protected]

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