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Jessica McDonald, CFP®

Jessica McDonald, CFP®

Financial Planning Associate

Jessica is an experienced Financial Planning Associate with a demonstrated history in the financial services industry. She specializes in operations management, client relations, business requirements, goal analysis, and time management.

Jessica joined RFG in early 2021 as an Advisor Administrative Assistant and was named Financial Planning Associate in November of 2021. Prior to joining RFG, she served as Investment Operations Manager and Investment Operations Specialist at two Birmingham wealth management firms. Before entering the financial services industry, Jessica was Assistant to the Finance Director at New Life Church in Augusta, Georgia.

She received a B.S. in. Mathematical Reasoning from the University of Alabama at Birmingham and a Master of Science in Family Financial Planning and Counseling from The University of Alabama Graduate School.  In November 2022 she passed the Certified Financial Planning® Exam and is a Certified Financial Planning Professional. 

Jessica and her husband, Michael, have one son, Levi. She is a fashion, cooking, and outdoor enthusiast.