Jessica Murray

About Jessica Murray

Founded in 1995, 360 Financial is an independent financial services firm that believes in providing “big picture planning” and implementing a customized strategy to help our clients address life’s complex financial challenges. WE ARE STEWARDS OF OUR CLIENTS’ FINANCES. Our advisors – who average over 25 years of experience – offer financial planning and advisory services through our affiliation with LPL Financial Network. Our services: Big Picture Planning - • Accumulation: how to target asset growth • Risk management: how to protect your assets • Taxation: how to minimize your tax burden • Business planning: how to grow and manage your business • Retirement planning: how to target distribution of your assets in a tax-advantaged way • Estate planning: how to preserve your assets

Experience

1. Client Success Manager

   360 Financial

   Mar 2018 — Present · Minnetonka, MN

   Founded in 1995, 360 Financial is an independent financial services firm that believes in providing “big picture planning” and implementing a customized strategy to help our clients address life’s complex financial challenges. WE ARE STEWARDS OF OUR CLIENTS’ FINANCES. Our advisors – who average over 25 years of experience – offer financial planning and advisory services through our affiliation with LPL Financial Network.Our services: Big Picture Planning - • Accumulation: how to target asset growth • Risk management: how to protect your assets • Taxation: how to minimize your tax burden • Business planning: how to grow and manage your business • Retirement planning: how to target distribution of your assets in a tax-advantaged way • Estate planning: how to preserve your assetsThe financial consultants at 360 Financial are registered representatives with and securitiesoffered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC,please refer to \'Contact Info\' section above. Investment advice offered through 360Financial, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial consultants affiliated with 360 Financial are registered to do business in thefollowing states: AL, AZ, CA, CO, FL, IL, IN, MI, MN, MT, NC, NY, SD, TX, VA, WI.360 Financial, Wayzata Blvd, Suite 360, Minnetonka, MN 55••••••••00 main | | c•••••••@360financial.net