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We want to help you become more financially savvy.

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.

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WILLIAM H. CEVALLOS, CFA

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.

KATHARINE E.W. DUDLEY

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.

GHADEER MANSOUR

Client Service Associate
Ghadeer joined Jemma Financial in 2021 and serves as a client service associate. Ghadeer has previously worked as a Financial Solutions Advisor for Bank of America Merrill Lynch and has over 5 years of experience in the investment industry.

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Need assistance? Call 855.662.2121 or email info@jemmafinancial.com

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