Jessica Vasilic

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

Jessica Vasilic
Client Associate

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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 – Q4 2019

On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The Senate and House of Representatives overwhelmingly passed the bill. This represents the most impactful retirement plan legislation since the passage of the Pension Protection Act of 2006.

MRA Associates Q4 2019 Quarterly Market Review

 

Celebrating 50 Years of Life

Driving to work one day, in 2017, I realized I was about to turn 50. At that point, I quickly grasped how much I have not experienced yet. I decided to change that.