JESSICA OWENS

Jessie Owens is a financial advisor with Crockett & Associates in Dallas, Texas. Prior to joining Merrill in early 2023, she was a Private Wealth Advisor with Goldman Sachs. Previously, Jessie spent more than a decade working as a band tour manager and event planner for South by Southwest Conferences and other large-scale festivals. She has always been passionate about offering appropriate solutions to help executives and entrepreneurs solve their complex problems and achieve their goals and objectives.

Empathetic, analytical, and readily accessible, Jessie’s attention to detail is evident in every step of her process. She believes that wealth management is about more than providing investment advice. It’s about standing alongside clients and helping to discern their past, present, and future so she can better address their needs and goals.

Passionate about understanding every client’s unique story, the foundation of Jessie’s disciplined approach starts with listening. She spends considerable time asking detailed questions to learn what’s truly important to clients and helps to uncover their feelings about where they are financially and where they hope to be in the future. What she learns becomes the foundation for creating customized wealth management strategies that she can adjust as their needs and market conditions change.

Jessie earned a Bachelor’s degree from Grand Valley State University and her M.B.A. from the University of North Carolina Kenan-Flagler Business School, with a focus on capital markets and investments. Born and raised in Michigan, Jessie and her husband enjoy making Dallas their home. Together they enjoy traveling, creating music, and spending time with their big fluffy Bernese Mountain Dog.

Jessie Owens is a financial advisor with Crockett & Associates in Dallas, Texas. Prior to joining Merrill in early 2023, she was a Private Wealth Advisor with Goldman Sachs. Previously, Jessie spent more than a decade working as a band tour manager and event planner for South by Southwest Conferences and other large-scale festivals. She has always been passionate about offering appropriate solutions to help executives and entrepreneurs solve their complex problems and achieve their goals and objectives.

Empathetic, analytical, and readily accessible, Jessie’s attention to detail is evident in every step of her process. She believes that wealth management is about more than providing investment advice. It’s about standing alongside clients and helping to discern their past, present, and future so she can better address their needs and goals.

Passionate about understanding every client’s unique story, the foundation of Jessie’s disciplined approach starts with listening. She spends considerable time asking detailed questions to learn what’s truly important to clients and helps to uncover their feelings about where they are financially and where they hope to be in the future. What she learns becomes the foundation for creating customized wealth management strategies that she can adjust as their needs and market conditions change.

Jessie earned a Bachelor’s degree from Grand Valley State University and her M.B.A. from the University of North Carolina Kenan-Flagler Business School, with a focus on capital markets and investments. Born and raised in Michigan, Jessie and her husband enjoy making Dallas their home. Together they enjoy traveling, creating music, and spending time with their big fluffy Bernese Mountain Dog.