Jessica Villagrana MBA, CFP, CPWA, CEPA - Edward Jones Financial Advisor

Jessica Villagrana MBA, CFP, CPWA, CEPA - Edward Jones Financial Advisor Seasoned Financial Advisor | CFP® professional partnering with you to navigate life's financial journey.

I have also earned the CEPA® designation to help entrepreneurs transition from business and the CPWA® designation to serve high-net-worth clients.

It may be 95 degrees outside, but Fall is in the air, y'all! I'm excited to be a returning instructor to the Osher Life...
09/03/2026

It may be 95 degrees outside, but Fall is in the air, y'all! I'm excited to be a returning instructor to the Osher Lifelong Learning Institute at Duke University for the Fall session. My class, "Women, Wealth and Wisdom: Taking Control of your Financial Future" sold out last year, so if you are interested in joining us, don't hesitate! Class starts September 15th! Link to the Course Catalog in the comments.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/3U03es2

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310 East Main Street, Suite 305
Carrboro, NC
27310

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