About Jessica

Jessica Majeski began her career as a Wealth Management Advisor with Northwestern Mutual in 2005. Since then, she has been helping her clients take care of ALL the details needed to help ensure a financially secure future for them and their families. She draws on her vast knowledge of the latest financial planning strategies and her broad-based business experience to develop creative strategies that will give her clients the best opportunity to meet their personal, professional, and financial goals, while preparing them for whatever life delivers. She strongly believes in educating her clients on financial security and providing them with customized solutions to achieve their objectives. She works with all types of clients but specializes with closely held family businesses, female physicians, and those approaching retirement.

Jessica specializes in:

  • Business succession strategies for death, retirement, and disability.

  • Estate strategies optimized from personal, financial, and tax perspectives.

  • Employee retention, key person protection, and non-qualified supplemental executive retirement plans.

  • Insurance needs analysis including life, disability, and long-term care.

  • Long-term savings strategies to meet specific goals including tax strategy, asset protection, retirement, business growth, and education


Jessica is orginally from Michigan. She graduated cum laude with a B.S.E. in Chemical Engineering from the University of Michigan in Ann Arbor where she was an Evans Scholar (four-year, full tuition and housing scholarship awarded to caddies by the Western Golf Association). She moved to the Tampa Bay area in 2004.

On the weekends you will find Jessica at local live music performances and festivals, playing golf, or watching college football. She's the proud Aunt to Cooper and Quinn and loves spending time with them!

Family photo

Photo of nephew

 


 

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2007-2010

Award recognizing persistency and performance

Jessica M Majeski, CFP®, ChFC®, CLU®, RICP®, CLTC®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck