Jessica Gibbs, Cfp® Email and Phone Number
Jessica Gibbs, CFP® is Vice President and Partner at Monument Wealth Management. Jessica is a Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™, philanthropic advisor, host of the OFF THE WALL podcast, speaker, and dedicated mom of two boys. She has received several industry recognitions by Forbes including being ranked as a Top Next-Gen Best-in-State Financial Advisor (2017, 2019, 2023) and as a Top Female Financial Advisor in Virginia (2023). She’s been interviewed by numerous publications including Forbes, Barron’s Advisor Podcast and Investment News. Prior to joining Monument, Jessica worked on the development team at the Brookings Institution. She also completed a two-year leadership and business management program with the Ensemble Practice G2 Leadership Institute and earned her Certificate in Financial Planning from Georgetown University. Jessica loves working with clients in all areas of Private Wealth Design, but especially when it comes to estate planning techniques, transferring wealth and values to future generations, and helping clients achieve their philanthropic goals. “As an advisor, I always want to be helpful—to not just answer clients’ questions, but to add value, think of creative ideas, and be a good listener. I particularly want to ensure women feel empowered and engaged in their own wealth planning and vision for their future.”
Monument Wealth Management
View- Website:
- monumentwealthmanagement.com
- Employees:
- 10
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Chief Of StaffMonument Wealth ManagementAlexandria, Va, Us -
Vice President & PartnerMonument Wealth Management Jul 2021 - PresentAlexandria, Virginia, United StatesOn paper, we’re a wealth management firm. In reality, we’re equal parts creative collective, skilled advisors, and outspoken critics of the financial industry. Our Team provides opportunities for business professionals and high-net-worth investors to get where they most want to go—and tap not just their potential for wealth, but their potential for living.For our clients, we do it in the form of thoughtful, considered, bespoke Private Wealth Design. For our team, we do it by providing opportunities for education, growth, and collaboration, so that they can become not just skilled advisors, but keener thinkers, creative problem solvers, and better humans.Monument Wealth Management is a registered investment advisor. Please see our Important Disclosure Information and Privacy Notice on our website at www.monumentwealth.com. -
Director, Private Wealth DesignMonument Wealth Management Apr 2019 - Jun 2021Alexandria, VaMonument Wealth Management is a registered investment advisor. Please see our Important Disclosure Information and Privacy Notice on our website at www.monumentwealthmanagement.com. -
Senior Financial PlannerMonument Wealth Management Feb 2017 - Mar 2019Alexandria, VaMonument Wealth Management is a registered investment advisor. Please see our Important Disclosure Information and Privacy Notice on our website at www.monumentwealth.com. -
Financial Planning AssociateMonument Wealth Management Apr 2015 - Feb 2017Alexandria, VaMonument Wealth Management is a registered investment advisor. Please see our Important Disclosure Information and Privacy Notice on our website at www.monumentwealth.com. -
Donor RelationsThe Brookings Institution Oct 2009 - Apr 2015 -
Joseph S. Nye, Jr. External Relations InternCenter For A New American Security Aug 2009 - Oct 2009 -
Research Intern, Think Tanks And Civil Societies ProgramUniversity Of Pennsylvania Jan 2009 - May 2009
Jessica Gibbs, Cfp® Education Details
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Political Science -
Certificate In Financial Planning
Frequently Asked Questions about Jessica Gibbs, Cfp®
What company does Jessica Gibbs, Cfp® work for?
Jessica Gibbs, Cfp® works for Monument Wealth Management
What is Jessica Gibbs, Cfp®'s role at the current company?
Jessica Gibbs, Cfp®'s current role is Chief of Staff.
What schools did Jessica Gibbs, Cfp® attend?
Jessica Gibbs, Cfp® attended Bryn Mawr College, Georgetown University.
Who are Jessica Gibbs, Cfp®'s colleagues?
Jessica Gibbs, Cfp®'s colleagues are Kayla Wolfe, Dean Catino, Cfp®, Cpwa®, Crpc®, Nate Tonsager, Cipm®, Cecelia Gilliam, Maren Topp.
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