profile

Jessica McCann

Senior Wealth Planner

About Jessica

Jessica McCann provides guidance to high-net-worth families, business owners, and corporate executives on the full spectrum of strategic wealth planning. Her goal is to ultimately have clients feel confident and comfortable financially throughout their lifetime. Jessica’s focus areas include estate planning and wealth transfer, tax efficiency, strategic asset allocation, and philanthropic endeavors. Additionally, she helps clients navigate their unique planning opportunities by managing expectations for goals and objectives and illustrating realistic strategies for long term sustainability.  Prior to joining William Blair in 2011, Jessica was the primary financial planner at UBS Financial Services Inc. on a retirement consulting services team where she provided financial planning guidance to plan participants. 

Jessica received her B.S. in business economics with a concentration in Spanish. She is a member of the Chicago Estate Planning Council and holds the CERTIFIED FINANCIAL PLANNER™ designation. She lives in Chicago with her husband, Joe and two sons. 

 

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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