Jessica Sherburne

Role: Relationship Manager at Triangle Wealth Management
Location: Raleigh, NC, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Jessica Sherburne

Strengths: Marketing and brand strategy | Visual identity systems | Brand implementation…

Experience

Relationship Manager
Triangle Wealth Management
Jan 2022 — Present
Founded September 23, as an independent investment advisory firm Triangle Wealth Management is dedicated to helping families develop strategic plans to achieve their long-term financial goals as prudently as possible.

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@trianglewealth.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Triangle Wealth Management

Financial Services · 11 employees · Founded 2000 · Raleigh, North Carolina, United States

Triangle Wealth Management is an SEC registered Investment Advisor serving over 500 families primarily in North Carolina and the Southeast. Triangle was founded in when Paul D. Reynolds, and his team chose to leave a large national bank to create a culture focused on the financial needs of families. We specialize in assisting families with developing realistic strategic plans that provide the best opportunity for achieving their long-term financial goals as prudently as possible. Triangle Wealth Management is 100% employee owned. Our team includes experts who have worked at the highest level in the financial industry yet prefer the small firm culture. We work with clients from ages 1 – 104. Our typical clients are retirees, business owners, professionals, and families who value the personal attention that can be absent in larger firms. Clients are often drawn to our firm when they are going through some type of personal or life transition. Retirement planning, marriage, parenthood, sale of a business, divorce, loss of a spouse, or inheritance are just a few of the catalysts we commonly see in clients seeking our advice. We have learned that achieving a family’s financial goals is more a function of listening and asking questions than it is about picking stocks. We provide clients with structure, clarity, confidence, and reassurance as they move toward the next phase of life. Our clients value our honesty, integrity, transparency, and genuine concern for their well–being. Our passion is to share our experience and expertise to give every family the personal attention, care and concern, unbiased and objective advice they would expect if they were the only family we serve.

trianglewealth.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Jessica Sherburne

Experience

Relationship Manager

Find verified contacts for anyone on LinkedIn