Jessica Nelson, CPA, CFP^®

Designations and Licenses

Jessica is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Jessica provides tax strategy and wealth transfer consulting designed to meet ultra-high-net-worth client objectives including multi-generational wealth transfer, gift and estate tax planning and philanthropic strategies.

Prior to joining Mariner, Jessica was a financial advisor for Altfest Personal Wealth Management. She provided holistic financial planning for multi-generational families and served as a subject matter expert for income tax planning. Before that, she was a tax senior at Deloitte Tax LLP and Ernst & Young, LLP, working with closely held entities and individuals filing in multiple state jurisdictions.

Jessica holds a Bachelor of Business Administration degree in public accounting and a master’s degree in financial management, both from Pace University.

Personal Interests

Away from the office, Jessica enjoys spending time with her family, traveling and promoting financial literacy.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.