We believe people of all ages and financial ability should feel empowered to make smart decisions regarding their money. Whether you’re just starting out, balancing a career, managing a household or planning for retirement – we’re here to help.
With no account minimums and a team of experienced financial advisors, we will work with you to develop an action plan around your short and long-term financial goals.
Contact an Advisor
Client Advisor
Mimi has more than 30 years of experience serving as an investment professional working with individuals and their families. Prior to joining Jemma Financial in 2019, Mimi worked at PNC Bank and its predecessor for over three decades.
Client Advisor
Katie joined Jemma Financial in 2018 and serves in a dual role as client advisor and operations manager. Katie has over 15 years of investment experience, most recently with PNC Wealth Management.
Wealth Investment Advisor
Bill is a Chartered Financial Analyst® with more than 30 years of investment experience. At Jemma Financial, he works with individuals and their families to execute their wealth strategies and manage their investments. Prior to joining Jemma, Bill previously held executive positions in the Investment and Wealth Management areas of PNC Bank.
Need assistance? Call 855.662.2121 or email info@jemmafinancial.com
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