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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 PLANNER™ 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.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021