Jessica LaFerrera

CRPC®

Domicile State: AL

As an Investment Advisor Representative, my goal is to help clients achieve their financial goals by building a personalized and detailed plan that is easy to implement, track and sustain. I work with a variety of customers, from small business owners to employees in healthcare, business and the service industries. I am knowledgeable in an array of financial services including qualified retirement accounts (IRAs. ROTH IRAs, SEPS, Simples and 401k(s), as well as brokerage accounts, annuities, stocks, bonds, mutual funds and other investment products. I am here to help clients understand investment planning, tax implications and retirement planning strategies and strive to use language that makes the process understandable and achievable. I look forward to working with you.  

I have been married for over 20 years to my husband and co-worker, Brett LaFerrera. Together we have 2 beautiful daughters, Kathryn and Corrine. Recently, Kathryn has accepted her appointment to the U.S. Naval Academy, and we are excited to watch her soar. Corrine is an avid golfer and looking forward to playing at competitive levels as she grows. As a mother, their financial future is as important as all other aspects of their lives and I strive to give them the knowledge and confidence to succeed in whatever field they choose.  

Hobbies: 

  • Traveling 
  • Reading 
  • Being a mom.  

 

Products and Services: 

  • Property and Casualty - Auto and Home Insurance* 
  • Life and Disability Insurance 
  • Financial Planning, IRA Consolidations/Rollovers, 401K, 403B, 457 
  • Wealth Management Services, Stock, Bonds, Mutual Funds, Fixed and Variable Annuities 

Education: 

  • Licensed to sell Home and Auto Insurance 
  • Licensed to sell Life and Health Insurance 
  • Registered to offer Securities products 
  • College for Financial Planning – Chartered Retirement Planning Counselor- CRPC ® Designation 
  • University of Kansas, B.A. 

*Property & Casualty insurance is offered through companies that are not affiliated with MML Investors Services, LLC. 

Phone 205-310-8749
Fax 866-232-2348
Mobile Phone 205-310-8749