Jessica D. Taylor

Client Associate, Associate

Jessica joined Lewis Wealth Partners in January 2023. Prior to joining Rockefeller Capital Management, she worked at Truist since 2014, serving as a Teller and later Branch Banker, earning Star Banker in 2019. After moving to Richmond in 2020, she worked as a Wealth Support Specialist.

She brings her banking knowledge and excellent client service to her role on the team. Jessica is responsible for operational tasks including money movements, account maintenance, and improving the client experience.

Jessica graduated from California University of Pennsylvania in 2011 with a Bachelor of Arts in Psychology. She was an active member of the leadership honor society Sigma Alpha Pi and took additional English and Language Arts courses.

She is currently studying for her SIE and Series 7 licenses.

Jessica lives in Midlothian with her husband, Phil, and their two children. She enjoys reading novels, summers on the river, and spending time with her family.