Jessica Owens, CEPA®

Jessica Owens, CEPA® is a financial advisor currently associated with Merrill Lynch Wealth Management.25 She is based in Dallas, Texas and specializes in wealth management and financial planning services.25

Professional Background

Jessica Owens has a diverse background in the financial services industry:

• She holds the Certified Exit Planning Advisor (CEPA) designation, which indicates expertise in business exit planning strategies.2
• Prior to joining Merrill Lynch, Jessica worked as a Senior Associate Banker at J.P. Morgan Private Bank.4
• She has also held positions at Goldman Sachs, showcasing her experience with top-tier financial institutions.4

Expertise and Focus Areas

As a financial advisor, Jessica Owens offers:

• Personalized advice and integrated strategies for wealth management1
• Long-term relationship building with clients across multiple generations1
• Analysis of investment opportunities, including real estate properties in the Dallas market3

Education and Qualifications

Jessica Owens has a strong educational background:

• She holds an MBA in Finance from UNC Kenan-Flagler Business School.
• Her CEPA® designation demonstrates her specialized knowledge in exit planning for business owners.2

Jessica Owens is registered with FINRA and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since April 5, 2023.6 Her LinkedIn profile can be found under the username jessica-l-owens, where she shares insights and updates about her professional activities in the financial services industry.