Jessica Carney, WRFA

Beneath the Surface:

“Being an investment advisor, my specialty is to work with qualified and nonqualified retirement plans. My favorite part of the job is helping others plan for their retirement.”


Contact Jessica:

Call 843.656.1158 or 843.409.1579 or email jcarney@wrfasc.com


 

Jessica Carney, AIFA®

Jessica Carney, AIFA® has been a part of the WRFA team since 2015. As Director of Employee Retirement Services, Jessica Carney oversees the group as a whole and partners with plan sponsors to provide them with the highest fiduciary care in the retirement plan arena.  She concentrates on understanding the needs of the company and assists them in the establishment and offering of 401k plans for their employees.  In addition to working with employers, she also oversees investment due diligence in partnership with an Investment Policy Committee to ensure plans have top quality investment choices.  Her certification as an Accredited Investment Fiduciary Analyst allows her to provide 401k plan audits for small to midsize companies that recognize and place high importance on their standard of fiduciary care.

Education:

  • Graduated from Francis Marion University with a B.S. in Psychology
  • Graduated from Baker College with an M.B.A.

Professional Affiliations:

  • Accredited Investment Fiduciary Analyst ® designation (AIFA®)
  • Accredited Investment Fiduciary® designation (AIF®)
  • Chartered Retirement Planning Counselor designation (CRPC)
  • Chartered Mutual Fund Counselor designation (CMFC)
  • National Association of Securities Dealers (NASD) Series 6, 7, 63, and 65
  • Licensed Life, Accident and Health Insurance Agent

Community Involvement:

  • Financial Coach for Newspring for five years
  • Member of Keeping Florence Beautiful for six years