Jessica Locatelli - Morgan Stanley

Services Offered

• financial planning
• investment management
• retirement planning
• wealth accumulation strategies

About

Jessica Locatelli is a financial advisor based in Santa Cruz, California, providing financial planning and investment guidance to clients in the area. She offers a range of services including retirement planning, investment management, and wealth accumulation strategies. Jessica focuses on helping individuals and families achieve their financial goals through tailored strategies and personalized advice. Her practice is dedicated to fostering long-term relationships with clients to support their financial well-being.

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