Jessi Wilson

AWA - Jessi

Jessi Wilson

Accounts Manager

801-683-6000

Jessi has worked in financial management for the past few years and recently graduated with a bachelor’s degree in Finance and Financial Planning. She now works as an Account Manager at Alliance Wealth Advisors. In this role, she applies her expertise to manage client accounts and develop financial strategies that align with their goals.

Before joining Alliance Wealth, Jessi was a paraplanner at Adams Wealth Advisors. During her time there, she honed her skill in attention to detail, client relations, and financial operations. These experiences have equipped her with a solid foundation in financial management and client service.

Outside of the office, Jessi enjoys traveling and spending time outdoors. She is an avid hiker, runner, and soccer player, and also enjoys skiing and swimming. Additionally, Jessi values spending quality time with her family, which is a significant aspect of her life.

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