Jessica Grande

Senior Client Advisor, Partner

Jessica has fifteen years of experience in the financial services industry, including high net worth advisory, investment research and wealth planning. She is also experienced in strategy design and implementation for family businesses.
Jessica’s favorite part of her job is ensuring that a client’s financial strategy and operational framework are in sync with their personal or family mission statement. Each client’s unique mission statement becomes a guiding light for their portfolio both tactically and philosophically.
As a co-founder of LEVATUS, Jessica enjoys focusing on what really matters to clients, such as discussing how wealth can impact children or creating financial empowerment during retirement. Jessica is passionate about the role education has played in her life and gives back to the community through her role as Treasurer on the board at her children’s school and by volunteering at two of her alma maters, Boston Latin School and Babson College.