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

Jessica Carney is an Investment Consultant at WebsterRogers Financial Advisors, LLC. She has been a part of the WRFA team since 2015. Jessica has 19 years in the financial and banking industry and works directly with employer services.

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