Jessica Trouten

CFP^®

Associate Wealth Advisor

Jessica Trouten helps clients transform financial complexity into clear, actionable wealth solutions, giving them the confidence and freedom to focus on what matters most. As a CERTIFIED FINANCIAL PLANNER® professional, her passion is helping to ensure her clients feel secure about their future.

Before joining the Cleveland team in January 2026, Jessica developed her skill set in investments at PNC Private Bank, specializing in portfolio construction and tax-efficient strategies to help clients maximize their wealth. Her academic background includes an MBA from John Carroll University and a Bachelor of Arts from Baldwin Wallace University.

Based in Seven Hills, Jessica understands the local community and enjoys spending free time reading, exercising, cooking, and enjoying Cleveland events with her husband and daughter.