Back to Member Directory
WiM Professional Plus
Professional Bio
After graduating from the University of Pretoria with a major in Economics, Jessica joined the Standard Bank of South Africa and spent her banking career in their corporate banking division. Driven by her own personal story at the young age of sixteen, she later moved into the field of individual financial planning. She continued her career as financial advisor in the USA where she obtained her securities and insurance licenses, as well as the designations of Chartered Financial Consultant ® and Certified Divorce Financial Analyst ®.
Professional Specialties:
• Risk Management Strategies
• Business Succession Strategies
• Retirement Planning
• Estate Planning
• Investment/ Portfolio Analysis and Design
• Financial Services
• Life and Disability Income Insurance
• Long Term Care Insurance
• Financial Issues of Divorce
Qualifications:
• B Comm degree – University of Johannesburg, South Africa
• B Comm (Hons) Economics Degree – University of Pretoria
• South African Institute of Bankers – Associate Diploma
• CHFC® (Chartered Financial Consultant)
• CDFA® (Certified Divorce Financial Analyst)
• Registered Representative, MML Investors Services, LLC
• Investment Advisor Representative of MML Investors Services, LLC
Professional Specialties:
• Risk Management Strategies
• Business Succession Strategies
• Retirement Planning
• Estate Planning
• Investment/ Portfolio Analysis and Design
• Financial Services
• Life and Disability Income Insurance
• Long Term Care Insurance
• Financial Issues of Divorce
Qualifications:
• B Comm degree – University of Johannesburg, South Africa
• B Comm (Hons) Economics Degree – University of Pretoria
• South African Institute of Bankers – Associate Diploma
• CHFC® (Chartered Financial Consultant)
• CDFA® (Certified Divorce Financial Analyst)
• Registered Representative, MML Investors Services, LLC
• Investment Advisor Representative of MML Investors Services, LLC
Company
uFinancial Group
WiM Professional Plus
uFinancial Group