
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
Brian Bass
Managing Director, Wealth Management
Jason Dye
Managing Director and Retirement Plan Advisor
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