Jesica Ray, CFP^®, CDFA^®

How do I help our clients Live a Richer Life®?
As a Lead Advisor in our Washington, D.C. office, I help to provide guidance to our clients on the East Coast through expertise, analysis, and execution. On top of that, we help individuals and families go beyond the balance sheet and help with identifying philanthropic passions, crushing personal goals, and taking a deeper look into what financial wellness and happiness looks like for them. I believe in being a fiduciary for clients, which means that we sit on the same side of the table as them, not bound by conflicts of interest.

The most rewarding part of what I do is the relationships built with clients. The better I can understand the individuals and families I work with, the better I can service them in line with their goals, passions, and whatever else is important to them. I have a strong passion for helping people gain financial peace of mind and overall wellbeing.

How do I align my time and money with my values and passions to Live a Richer Life®?
My values include Kindness, Grit, and Authenticity. These are the foundation for my approach to how I live my life daily. I spend my time and resources focused on my passions, including my family and friends, on the beach, embracing new experiences, enjoying live music, and helping families align their wealth with their values and passions.