Jessica E. Stevens

Client Services Administrator

Jessica Stevens is a Client Services Administrator in the Hunt Valley headquarters of Asset Strategy Consultants.

She has 15 years of experience in the financial services industry. She was the Director of Client Service at Sandy Patrick, CFP/First Allied Securities. She was previously at TIAA-CREF, where she supported the Field Consulting and Wealth Management Groups by processing client account documents and building/maintaining client relationships for the goal of better communication.

As the Client Services Administrator, her duties focus on client servicing, coordination of transactions and maintenance of online access to custodians, and performing various special projects for the Research Analysts and Consulting professionals on an as needed basis such as Market Value updates, monitoring of Follow Up Reports and Work Requests, etc.

Jessica earned a Bachelor of Science in Finance from the University of Wyoming.