Jessica L. Gibbs, CFP®

Vice President & Partner

 

“You only know whether you’re going in the right direction if you’ve thought about your destination.”

Jessica was inspired by a podcast to become a financial planner. At the time, she was working at the Brookings Institution as part of their fundraising team. Even though she enjoyed working with individuals on their philanthropic giving, Jessica decided that wealth management was a better way to build the type of long-term, advice-driven relationships she values. After completing Georgetown University’s Certificate in Financial Planning program, she joined the team at Monument in 2015 as a CERTIFIED FINANCIAL PLANNERTM.

Jessica was promoted to Director of Private Wealth Design in 2019 and named Vice President and Partner in 2021.

Jessica is proud to have completed the Ensemble Practice’s G2 Leadership Institute, which is a two-year professional development program designed to hone the leadership and business management skills of advisors preparing to take on ownership positions within their firms. She is also proud to be named a Forbes “Top Next Generation Financial Advisor” in 2017 and 2019, which she believes says a lot about Monument and the team’s dedication.

Jessica works with clients in all areas of Private Wealth Design, but especially enjoys discussing estate planning techniques, advising clients on how to effectively transfer their wealth and values to future generations, and helping clients achieve their philanthropic goals.

In her free time, she enjoys spending time with her husband and son—you can usually find them at the botanical gardens or taking walks along the river.

Jessica is currently working remotely from San Antonio, TX while her husband serves as a U.S. Army officer at Fort Sam Houston—though they are both eager to return to their adopted home of Washington, D.C. Until then, Jessica is leveraging video conferences, digital communication tools and, of course, the phone, to stay fully engaged with Monument’s clients and our Team, and returns to Alexandria periodically throughout the year for in-person meetings.

 


 

Contact Jessica to:

  • Learn what Private Wealth Design is and how it may benefit you
  • Ask questions or make updates to your Private Wealth Design
  • Ask questions about your asset allocation and strategy
  • Coordinate and collaborate with your team of financial professionals

Highlights


  • Co-Host of Monument’s “Off the Wall” Podcast 

    A podcast aimed at helping you answer the questions: What is the point of my wealth, and what actions can I take to accomplish that purpose? 

  • Graduate of G2 Leadership Institute

    Completed a two-year professional development program in 2020 designed to hone leadership and business management skills

  • Forbes “Top Next Generation Financial Advisor”

    Named a “Top Next Generation Financial Advisor” by Forbes in 2017 and 2019

  • Certified Financial Planner™

    Awarded designation of CERTIFIED FINANCIAL PLANNER™ by the Certified Financial Planner Board of Standards, Inc (CFP®)

  • Features in the Press

    Interviewed by and published in numerous publications including: Forbes, InvestmentNews, and Steve Standuski’s “Between Now and Success” Podcast