SPEAKER LIST – 2018

Select speaker name to read biography.

 

 

Jessica Miller Osteen
Morgan Stanley, Financial Advisor

Jessica Miller Osteen: -
Since 2006, Jessica has been helping clients address all the important pieces of their financial puzzle – investments, retirement, insurance, estate planning strategies and more – by connecting them with the right resources, strategies and solutions. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Portfolio Manager (CPM®), with Morgan Stanley she upholds a standard of excellence for ethical personal financial planning and delivers value to our clients through a unique combination of knowledge enhanced by common sense and sound judgement. Jessica joined Morgan Stanley in 2006 after earning her Bachelors of Business Administration in Finance/Economics Cum Laude from the University of Miami School of Business and her Masters of Business Administration from Nova Southeastern University. As a third-generation Financial Advisor, she is committed to connecting with the next generation and helping our clients preserve their legacies for the future. Jessica resides in Miami with her husband, Andy, and their son Jacob. Outside of work, she enjoys boating, traveling, spending time with family and staying involved in the community.
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