JESSICA GREENWOOD

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy development

About

Jessica Greenwood is a financial consultant based in Leawood, Kansas, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with comprehensive financial planning and investment strategies. Jessica employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. Her practice focuses on serving high net worth individuals, families, corporate executives, and businesses, providing tailored solutions for asset growth and protection.

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