Jessica Barnes, CFP®
Wealth Management Services Associate
Jessica joined Meridian Wealth Management in 2023 as part of the McFarland Chase Group at Meridian Wealth Management, LLC. She brings with her seven years of experience at UBS Financial Services as a Registered Client Services Associate. In addition to be being a CFP® Professional, Jessica holds her Series 66 license as well as both Kentucky Health & Life Insurance licenses. Jessica graduated from the University of Kentucky where she earned her Bachelor’s Degree in Finance.
As a Wealth Management Services Associate, Jessica works closely with clients servicing their daily needs and utilizing her financial planning skills to develop plans that help clients reach their goals. When she isn’t in the Lexington office, Jessica enjoys spending time with her husband, Jonathan, reading and taking reformer Pilates.
Lexington, KY: 859.543.4516
Tucson, AZ: 520.719.1433
The Villages, FL: 859.806.8368
Allen, TX: 214.644.2560
Upland, CA: 909.579.6470
Carmel, CA: 831.647.8445
Scottsdale, AZ: 520.719.1433
Mandeville, LA: 985.871.3656
Palm Beach Gardens, FL: 561.954.4767
Advisory services offered through Meridian Wealth Management, LLC, a Registered Investment Advisor. Top RIA Firm is awarded by Forbes.com (Awarded Oct 2024) Data Compliance by Shook Research LLC based on the time period from 3/31/23-3/31/24.
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