CoverProfile

Jessica Wunder

Principal, Wealth Management

McLean Asset Management

United States, Virginia, Haymarket

About Me

Jessica provides wealth management to high-net-worth individuals and families to help them achieve their financial goals. Dedicated to supporting her clients’ financial independence, she plays the role of coordinator for all internal and external team members, making sure plans are on track and viable. Prior to joining McLean, Jessica was a Vice President, Financial Consultant at Charles Schwab and before that a Financial Advisor at Smith Barney (formerly Legg Mason). Jessica serves as Chair on the Board of Directors of the Parkinson Foundation of the National Capital Area.

Profile Information

Principal, Wealth Management

McLean Asset Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Haymarket

Virginia

United States

May 15, 2024

More profiles to browse

RC
Rob Cordeau
Managing Director - Wealth Management
Profile Photo
Brian Bass
Managing Director, Wealth Management
Profile Photo
Jason Dye
Managing Director and Retirement Plan Advisor
Profile Photo
Dean Umemoto
Founding Principal, Managing Principal and President

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
JB
Joy Bunzel
Client Services
Sierra Investment Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services