Jessica Pierce Pasquale, CFP®, CEPA

Enthusiast
DISC Type : i

Wealth Advisor at Curi Capital

Raleigh, North Carolina, United States

Overview

Jessica Pierce Pasquale is a Wealth Advisor at Curi Capital, specializing in comprehensive financial planning. A graduate of The University of North Carolina at Chapel Hill, she holds both CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Exit Planning Advisor (CEPA) designations, focusing on helping clients achieve their life goals.

Outside of her financial advisory role, Jessica is a creative artist. She runs her own business, Pierce Paints, where she creates and sells original acrylic paintings. This passion showcases her artistic side and entrepreneurial spirit, balancing her analytical professional life with creative pursuits.

Unique fact: She is the owner and artist behind Pierce Paints, her personal business for selling original acrylic paintings.

Personality Overview

Consensus Focused

Story Driven

Non-Confrontational

They are more about building relationships than just cutting deals.  Unlike D or C types, they are convinced more by stories and testimonials. They agree with others often, so exercise caution when relying on their word.

Topics They Care About

Holistic Wealth Planning
As a CFP®, she focuses on helping clients identify, prioritize, and achieve their life goals through comprehensive financial strategies.
Business Exit Strategy
Her CEPA certification indicates a specialized expertise in advising business owners on how to successfully plan for and execute their exit.
Acrylic Painting
She is the owner and sole proprietor of "PIERCE PAINTS, " where she paints and sells her original artwork.

Media Appearances

Jessica has no verified media appearances

Work History

11-2021
Wealth Advisor at Curi Capital
2-2020 - 12-2021
Relationship Advisor II at First National Bank
8-2015 - 2-2020
Senior Wealth Planning Analyst at First Citizens Bank
1-2012 - 7-2015
Associate Wealth Management Advisor at Northwestern Mutual
4-2011 - 12-2011
Branch Office Administrator at Edward Jones

Education

2003 - 2007
Bachelor of Arts (B.A.) from The University of North Carolina at Chapel Hill

More Information

Social Presence :

Prographics :

Exp : 14 Location : Raleigh, North Carolina, United States Job Level : N/A Designation : Wealth Advisor at Curi Capital
URL has been copied!

Insights For Selling To Jessica

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Refer to interesting customer testimonials and stress on great customer experience
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be too formal with them, they trust informality more
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jessica is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Jessica

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Jessica move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Jessica take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Jessica

Personality Compatibility


Other Curi Capital Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.