Jesse Liska

Visionary
DISC Type : Ds

Financial Advisor at Brown & Knapp

Branford, Connecticut, United States

Overview

Jesse Liska is a Partner and Financial Advisor at Brown & Knapp, specializing in customized wealth management for physicians. A graduate of Western New England University, he is licensed in 22 states and recognized by clients as reliable and intelligent. His practice focuses on multi-generational financial planning.

Outside of work, Jesse resides on the Connecticut shoreline with his wife, son Ethan, and daughter Lainey. He is deeply involved in his childrens lives, dedicating his time to coaching youth lacrosse and watching his kids participate in horseback riding.

He was ranked #3 in Connecticut on the 2025 Forbes list of Best-In-State Top Financial Security Professionals.

Personality Overview

Risk Tolerant

Early Adopter

Objective Evaluator

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Physician Financial Planning
His practice at Brown & Knapp specializes in providing customized, multi-generational wealth management solutions for physicians in Connecticut and nationwide.
Market Commentary
Actively shares insights on Federal Reserve policies, inflation, and consumer spending, indicating a close watch on market-moving factors.
Youth Lacrosse
He spends his personal time coaching youth lacrosse, showing a passion for the sport and for mentoring young athletes.

Media Appearances

Jesse has no verified media appearances

Work History

6-2007
Financial Advisor at Brown & Knapp
Financial Advisor at Northwestern Mutual Wealth Management Company

Education

Bachelor’s Degree from Western New England University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Branford, Connecticut, United States Job Level : N/A Designation : Financial Advisor at Brown & Knapp
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Insights For Selling To Jesse

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't go over them unless you are left with no other option
  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jesse is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jesse

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jesse move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jesse take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jesse

Personality Compatibility


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