Jessica Cole is a Financial Advisor who focuses on helping her clients achieve their financial goals, such as retirement or funding their children's education, through comprehensive financial planning and investment management.
- Proud Alum of the University of Vermont - Graduated Summa Cum Laude with a BA in Business Administration
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Financial Consultant designation (ChFC®) - 2016
- Investment Advisor Representative with Sagepoint, an SEC registered investment advisory firm
- Registered Representative with Sagepoint.
- Series 7, 66
- Life, Accident, & Health