"There is nothing I enjoy more about my work as a Senior Client Advisor than seeing my clients accomplish their goals. From the initial brainstorming stages, when an idea is still in its infancy, through implementation and ultimately “checking the box,” I feel fortunate to use the knowledge and expertise I’ve gained over nearly 20 years in this industry to guide them along the way.
I especially value partnering with clients through life transitions, planning for their future, and educating the next generation. One of the most rewarding parts of my work is bringing clients clarity and confidence by turning complex financial strategies into meaningful, life-centered outcomes."
Jessica Grande joined TFC Financial Management in 2026. Jessica works closely with a select group of the firm’s clients and their families, providing comprehensive financial planning advice and experienced guidance. She participates in the firm's financial planning and portfolio review process.
Prior to joining TFC Financial Management, Jessica was a Partner and Senior Client Advisor at LEVATUS Wealth Services, an independent registered investment advisory firm. In that role, she worked closely with high net worth individuals and families, bringing clarity and alignment to their financial lives while supporting the goals and values most important to them. She was particularly passionate about guiding families through generational transitions, working alongside the next generation to foster financial confidence, encourage thoughtful stewardship of wealth, and preserve strong family relationships.
Jessica’s experience spans financial planning, investment analysis, and client relationship management. She began her career advising high net worth families with personalized planning and portfolio support before advancing into senior relationship management roles centered on client experience and strategic growth. She later served as an Investment Analyst, partnering with clients on investment strategy, portfolio analysis, and long-term financial decision-making.
Jessica received her Bachelor of Arts in Economics from Boston University and her Master of Business Administration from the F.W. Olin Graduate School of Business at Babson College.
A lifelong Bostonian, Jessica currently resides in the city with her husband, two daughters, and their dog, Gino. Outside of work, she enjoys creating lasting family memories through skiing, swimming, and travel, as well as reading thriller and horror novels and savoring her morning coffee. She is actively involved in the community through various volunteer initiatives and currently serves as a member of the Boston Estate Planning Council and on the Board of Trustees for Ellis Early Learning.