Jessica McCann
Wealth Advisor
About Jessica
Jessica McCann, a wealth advisor with the Marx Marver Cogan group, joined William Blair in 2011. She provides guidance to high-net-worth families, business owners, and corporate executives on the full spectrum of strategic wealth planning. She helps clients navigate their unique planning opportunities by managing expectations for goals and objectives and illustrating realistic strategies for long-term financial sustainability. Jessica, together with Loui Marver, Tom Marx, and Tony Cogan, shares a strong appreciation for consistently exceeding the goals of the team’s clients.
Before joining William Blair, Jessica was the primary financial planner at UBS Financial Services Inc. on a retirement consulting services team, where she provided financial planning guidance to plan participants.
Jessica received her B.S. in business economics with a concentration in Spanish. She is a member of the Chicago Estate Planning Council and holds the CERTIFIED FINANCIAL PLANNER™ designation. She lives on Long Island with her husband and their two sons and daughter.
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
-
1935Year William Blair was founded
-
1,900+Employees worldwide
-
149 billion+Client assets
-
89 YearsIndependent and employee-owned
-
20+Offices worldwide
-
~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.