Jessica Baumgartner

Jessica is a financial advisor in our Manasquan, NJ office. She is passionate about helping clients make smart and sensible decisions about their finances. She believes in a comprehensive planning approach to ultimately help clients simplify the complexities of their financial lives and position themselves for success.

Jessica began her career in financial services after graduating from the University of Delaware with a Bachelor of Science degree in Business Administration with a concentration in Finance. She started her professional life at U.S. Trust Company’s high net worth trust division in NYC before moving back to NJ. She continued to hold predominantly financial planning roles at Morgan Stanley and Citi Smith Barney before joining George McKelvey Co. in 2016 which then joined Allworth in 2024. In addition to the standard industry licensing, Jessica holds her CRPC^®, Charter Retirement Planning Counselor, designation. Her experience has allowed her to work closely with clients navigating numerous aspects of the financial planning process and at various stages in their life’s journey. She’s committed to providing a high level of personalized service and attentive client care tailored to meet each client’s unique needs.

Outside of work, Jessica enjoys spending quality time with her husband, two children, and dogs.