Edward Jones – Financial Advisor: Jessica N Millan, CFP®, CEPA®, is part of the Edward Jones network, a national financial services firm dedicated to helping individuals and families build, preserve, and transfer wealth. Based in Rochester, NY, Jessica Millan specializes in developing personalized financial strategies designed to meet the unique needs of her clients at every life stage. With certifications as a Certified Financial Planner® (CFP®) and Certified Exit Planning Advisor® (CEPA®), she brings deep expertise in retirement planning, wealth management, and succession planning for business owners.

Jessica takes a relationship-focused approach, offering highly personalized service while helping clients understand the “why” behind each financial decision. As part of Edward Jones, she has access to a broad spectrum of investment tools and planning resources, backed by the firm’s long-standing reputation for integrity and personalized service. Jessica is also active in community engagement and seeks to build long-term relationships rooted in trust and transparency. Her practice emphasizes empowering clients with financial knowledge and guiding them through important life transitions with confidence.

Website: https://www.edwardjones.com/us-en/financial-advisor/jessica-millan

Key Services:

– Personalized financial planning
– Retirement income strategies
– Wealth management and investment guidance
– Business succession and exit planning (CEPA® expertise)
– Tax-efficient investing strategies
– Estate and legacy planning
– Education savings solutions
– Risk management and insurance solutions