Jesse serves as a Wealth Advisor with Cape Cod 5’s Trust & Asset Management team, where she brings more than 20 years of experience in the wealth and financial services industry. She works closely with clients to understand their individual goals and develop thoughtful, personalized strategies to help them build, preserve, and manage their wealth.
Jesse joined Cape Cod 5 in 2015 as a Trust Administrative Associate and has grown her career within the organization, gaining deep experience in trust administration and comprehensive wealth planning. Prior to Cape Cod 5, she worked in a similar capacity at a national financial services firm.
Jesse earned a Bachelor of Arts degree in Psychology from the University of Massachusetts, Boston, a background that supports her client-centered approach and commitment to building long-term, trusted relationships.
Jesse is a member of the Cape Cod Young Professionals and the Estate Planning Council of Cape Cod. Outside of work, she is an avid runner and enjoys going to the beach with family and gardening. She grew up on the South Shore and spent summers in Chatham, where she currently resides with her two children.
• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE • |