Jessica Grande is the co-founder of LEVATUS with over ten 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 brings a special skill set to address the concentrated asset pools these entrepreneurs love so well, one that seeks to support and balance an asset that brings great joy and purpose. She has an MBA from Babson College and comes from a family of small business owners.

One of Jessica’s favorite processes is helping clients implement a financial strategy that has come to life during the creation of their personal or family mission statement. “I am always shocked by how differentiated each client’s mission statement is – it really becomes a guiding light for their portfolio both tactically and philosophically.”

As a female financial advisor, Jessica is happy to be able to focus on what really matters to clients, whether it entails discussing how wealth can impact children, creating financial empowerment during retirement, or joining a community of like-minded individuals. Jessica is passionate about the role education has played in her life and gives back to the community by volunteering at two of her alma maters, Boston Latin School and Babson College.

During this episode, we discuss:

• What Jessica does at LEVATUS
• How she knew she wanted to get into the financial services industry
• Advice for how to set goals for your finances
• What to think about when it comes to finances with your significant other
• The benefits of budgeting
• How Jessica manages having co-founders
• Advice for anyone looking to get into the industry

And more. Tune into this episode as we dive into all things finance!

Access the full transcript here.

Watch the episode on YouTube here.

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