Jessica McDonald

Operations Manager

Jessica McDonald is the Investment Operations Manager who serves client needs.  I enjoy working with clients to solve complex challenges as well as responding to compliance inquiries.  I am performance driven and love to  see clients achieve their goals with quality, strength, and integrity.  She is completing her Master's of Science degree in Financial Family Planning and Counseling from the University of Alabama and will pursue the Certified Financial Planner™ (CFP®) designation.