Jessica Morrow, MBA

Financial Advisor

Jessica began her professional career as an Assurance Associate at a Big Four firm. From there, she worked in industry at a start-up tech firm as a Financial Analyst before transitioning back into the accounting field at HBK CPAs & Consultants. Jessica’s experience with large corporate clients at one of the largest accounting firms, coupled with the more granular experience of helping a start-up company establish their financial procedures, to working on the CPA side of HBK, has allowed her to develop expansive work experience in a short period.

Jessica transitioned to HBKS in April of 2023 and now works as a Financial Advisor in our Youngstown office. Jessica is very active in the financial planning and insurance processes.

Jessica graduated from the Boler College of Business at John Carroll University obtaining her B.S.B.A. degree in Accountancy with a concentration in Forensics and later obtained her MBA from here the following year.

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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