Jessica Zhang

Jessica is an Associate Relationship Advisor for Wealth Management in the Cleveland, Ohio office.

She has more than 10 years of experience in the financial services industry, most recently with Bank of America Private Bank. Prior to that she served on an investment advisory team at Truist Bank. Jessica helps clients to prioritize their financial goals and objectives and works with them on developing strategies to optimize their financial plans. She has experience in working with investment accounts, retirement accounts, and trusts.

Jessica enjoys volunteering with various charitable and non-profit organizations, such as the Cleveland Food Bank and Seeds of Literacy. Jessica currently serves as the Treasurer of Broadway School of Music & the Arts, an arts school that provides learning opportunities, and music and arts education to people of all ages in the Greater Cleveland community. In the past, she has also acted as a Career Mentor to college students for Girls Who Invest, an investment-focused educational nonprofit based out of New York.

2024

Jessica graduated from The George Washington University in Washington, DC., with a Bachelors in Economics in 2016.