MCLEAN, Va., May 14, 2019 /PRNewswire/ — Cassaday & Company, Inc. today announced the addition of Jessica Marchegiano Pannell, Esq. to the firm as its Estate Planning Strategist to enhance its already comprehensive suite of services currently offered to clients. Partnering with Cassaday’s advisory team, Jessica will conduct comprehensive reviews and recommend strategies to ensure client plans align with current laws and will fulfill the desired outcome for the client and their loved ones.
Jessica is an experienced estate planning attorney who in 2008, became partner at Conway & Pannell, PLLC, a boutique legal services firm in McLean, Virginia dedicated to providing comprehensive estate, tax, gift and charitable planning solutions for clients. She has established JM Law, PLLC to work with Cassaday & Company, Inc. clients on their estate planning needs.
“As financial planners, the most common mistake we see is an out-of-date, inadequate, or incomplete estate plan,” said Steve Cassaday, Chairman & CEO, Cassaday & Company, Inc. “As a client’s circumstances, desires, or goals change, it makes sense to have an estate attorney in-house to be able to guide and educate our clients within the context of their overall financial plan.”
“I’m delighted to be able to bring my knowledge and passion for estate planning to Cassaday & Company, Inc.,” said Pannell. “The company’s vision of holistic wealth management is consistent with mine, and I look forward to joining this nationally recognized team.”
Cassaday noted, “We’re thrilled to have Jessica join our team. She is a leading-edge thought leader and her expertise has led her to be a reliable and recommended referral for our firm. It was a natural fit to bring her on board to be able to provide an even more proactive legacy planning approach for our clients.”
About Cassaday & Company, Inc.
Cassaday & Company, Inc. is an award-winning independent wealth management firm in McLean, Virginia with nearly $3 billion in assets under management (as of May 2019).
Disclosures: Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday and Company, Inc., a registered investment adviser not affiliated with Royal Alliance Associates.
Contact: Michelle Tigani
SOURCE Cassaday & Company, Inc.