Your Advisor Services Team


Contact Jessica:

(480) 407-8202

Jessica Perez

Vice President, Business Development,

Jessica is driven by assisting advisors in reaching their goals, building better relationships with their clients and increasing efficiencies so they may enjoy a better quality of life. Jessica has served financial advisors across the country for 10 years and her greatest strength is her persistence and determination in developing optimal solutions for advisor needs.

Jessica graduated from Arizona State University with a Bachelor of Science degree in Business Management and a Certificate in International Business. Prior to joining Carson Group, Jessica assisted an International Real Estate firm in growing from $1.7 Billion to $4 Billion in assets. Her most recent role, Vice President of National Accounts, included managing and growing the distribution channel of both RIA’s and Independent Broker Dealers. Prior to that, she was the Vice President of Sales in the Northeast for five years where she consistently helped financial advisors in presenting unique investment strategies to their clients. In 2012, Jessica was featured as the Alumni Keynote Speaker at her former high school’s commencement ceremony.

Outside of work, Jessica loves spending time with her husband Sean, their daughter Lilianna and handsome Yorkshire terrier, Leonidas. Jessica & Sean are both natives of Arizona but enjoy escaping the summer heat to cooler climates. Jessica enjoys wine and craft beer tasting, working out, swimming, camping, cooking, family gatherings and international travel.

Getting to know Jessica

Favorite food: Caprese Salad and Spaghetti Bolognese

Favorite quote: “You can do anything, but you can’t do everything.” – David Allen

If Jessica could meet anyone, past or present, it would be: Her great grandma

Hidden talent/skills: Remodeling/home design (SHE LOVES IT!)

Favorite book: Beach Money

Favorite TV show: Law & Order

What motivates Jessica: SUCCESS! Be successful in all that she sets her mind to.

Favorite holiday: Thanksgiving, she loves FOOD!

Something on Jessica’s bucket list: Skydiving or a hot air balloon ride (She is planning to do both soon!)

Place Jessica would most like to visit: Spain, Greece and South America