Jessie Doll

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About Jessie Doll

Jessie Doll is a founding member and a Certified Financial Planner^™ at ReFrame Wealth. She began her work in financial planning in 2008 and believes that financial planning is where math and statistics come to life, and that together they hold the keys to unlocking a life well lived. Jessie is honored and humbled to walk alongside her clients through some of their most significant, scary, and complex life challenges and changes and to make a real, positive impact on individual lives through her work. She wants her clients to feel comfortable with their finances, in control of their future, and clearly focused on the possibilities of what they can do with their money. When Jessie is not working, she can be found on the side of the mountain with her two fearless children (who are better skiers than she is), hiking or biking with their dog, or enjoying a family movie night.

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General Information

No. of Employees

CRD#

5969842

Firm CRD#

313386

Years of Experience in Financial Services

Work Experience

United Bank - Senior Wealth Advisor 2008 - 2014 TIAA - Wealth Management Advisor 2014-2021 ReFrame Wealth - Co Founder and Financial Planner 2021 - now

Work with the following types of clients

Individual Investors, Non-Profit Organizations

Advisory Services Provided

Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets

Education

Bachelor of Arts - Spanish

Wake Forest University
09/01/2001 -05/31/2005

Master of Arts - International Development

The George Washington University
09/01/2006 -05/30/2008

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.reframewealth.com/wp-content/uploads/2021/05/FormCRS_ReFrame_20210506.pdf

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890186/paladinregistry-ReFrame-Wealth-detailed-disclosure.html

Disclaimer

ReFrame Wealth, LLC (ReFrame Wealth) is a registered investment advisor with the SEC. Please visit our website http://www.reframewealth.com for important disclosures. ReFrame Wealth and its advisors do not provide legal, accounting, or tax advice. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied upon as such.

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ReFrame Wealth