Tessa DeVere
California State University-Sacramento
Tell me more about Tessa DeVere?
Tessa DeVere is an experienced Financial Advisor with 7.7 years of work experience. She possesses a wide range of skills including customer service, Microsoft Office, time management, leadership, and sales. Based in Sacramento, California, Tessa has a passion for helping people and is dedicated to understanding the financial needs of her clients. She is dedicated to utilizing her expertise to meet their financial goals and collaborate with them to achieve their financial goals. Tessa is a serious long-term investor and is open to discussing any obstacles or questions.
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About
I come from 3 generations of Financial Advisors. I was born with an obsession with numbers and helping people. I am now an experienced Financial Advisor with a demonstrated history of working in the financial services industry. I come to work each day invigorated, knowing that I get to make a difference in peoples lives with their most precious, stressful, emotional asset... Money! The most joy I get from my job is understanding what is important to YOU! My clients and I partner together throughout their lives to help keep them on track to meet any and all of their financial goals. At Edward Jones we pride ourselves on using an established process to meet the financial needs of our client. If you consider yourself a serious long-term investor, I would love to work with you and talk through any obstacles or questions you may have.
...See MoreWork Experience
Financial Advisor
Registered Representative
On-call, Business Office Administrator
Financial Services
Tessa DeVere's Professional Milestones
- Registered Representative (2019-12-01~): Provided valuable feedback and support to clients, enhancing their overall experience and retention.
- Technical Recruiter (2018-09-01~2019-11-01): Provided high-quality talent acquisition opportunities, driving organizational success.
Education
Communication
Skill
Customer Service
Microsoft Office
Time Management
Leadership
Sales
Communication
Teamwork
Microsoft Excel
Writing
Event Planning
Training
Microsoft Word
Microsoft Powerpoint
Certification
Colleagues
Scott Bell
Digital Product Owner - Operational Enablement -Custody
Erika Gish
Product Owner | Collaborator | Project Management Experience
paul dines
Owner
Chad Gardeski, CEA®, DFSA™
specializing in: wealth strategies retirement income strategies estate and legacy planning intergenerational wealth transfer business owner needs disability savings plans life insurance and long-term care
Sheila Peelen, AAMS™
Financial Advisor serving individuals & businesses| Business Owner Strategies | Retirement Planning | Financial Coaching
Other Named Tessa DeVere
Frequently asked questions
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Tessa DeVere's social media include: Linkedin,
Tessa DeVere works for Edward Jones
Tessa DeVere's role in Edward Jones is Registered Representative
Tessa DeVere works in the industry of Financial Services
Tessa DeVere's colleagues are Scott Bell,Erika Gish,paul dines
Tessa DeVere's latest job experience is Registered Representative at Edward Jones
Tessa DeVere's latest education in California State University-Sacramento