Jessica Vasilic

MRA Phoenix Jessica Vasilic Photo by Everardo Keeme www.everardokeeme.com

Jessica Vasilic
Client Associate

Download vCard

Jessica Vasilic is a Client Associate with MRA Associates. In this role, she rebalances portfolios, performs investment analysis, assists with special projects, and compiles client data for reporting. Her focus is on providing high-quality service and support to investment advisory and wealth management clients.

Prior to joining MRA Associates, Jessica was a brokerage investment professional with the Vanguard Group and an operations team member for South California PGA. During her time with Vanguard, she gained valuable knowledge in identifying areas to enhance the client experience, educating clients of trade execution strategies, and providing investment advice. From May 2017 to September 2018, Jessica competed in tournaments nationwide as a professional golfer for the LPGA and affiliated mini tours. She earned a Bachelor of Science in Finance and a minor in sports management from the University of Arizona’s Eller College of Management. She played for the university’s women’s golf team and graduated magna cum laude.

In her free time, Jessica enjoys spending time with her friends and family, playing golf, hiking with her Dalmatian, and traveling. She is fluent in both English and Swedish, with a working proficiency of Norwegian.

 

Retirement Plan Industry Update – Q1 2020

The CARES Act: Relief for Retirement Plan Participants

On March 27, 2020 Congress overwhelmingly passed, and the President signed, the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

COVID-19 Security Awareness

In what has become an all too typical scenario, a new source of money creates a new opportunity for scammers to cheat people. Due to the COVID-19 pandemic, malicious scammers are on the rise. A recent opportunity arises from the Economic Impact Payments to be distributed from the IRS to eligible individuals.

MRA Associates Q1 2020 Quarterly Market Review

 

MRA Associates Work-From-Home Policy

3/18/2020 – MRA Associates cares about the health and safety of our clients, our MRA team members and their families, and the community. As we continue to navigate this pandemic and do our part to slow the spread of COVID-19, we have implemented a work-from-home policy.

Our firm is well prepared to continue to serve, support, and advise our clients. Team members have remote access to all systems and processes to ensure continued normal business operations. Please help us to do our part by using telephone and video conferencing for meetings with us until the threat of contagion is significantly reduced.

As your trusted financial partner, we are monitoring the current economic environment, discussing approaches to short-term challenges, and developing innovative solutions. Please know that we are available to you for all of your needs and concerns. Please do not hesitate to reach out to our team if you have any questions.

(800) 222.1232

MRA Associates