Jessica L. Staton Client Services Team Lead West Financial Services

Jessica L. Staton

Client Services Team Lead

Jessica is the client services team lead and is primarily responsible for assisting the director of client services with implementation of short- and long-term goals, objectives, policies and priorities to ensure smooth operation of the client service department. 

Since joining West Financial services in 2015, she has held a variety of positions, including senior client service associate and securities trader where she was responsible for client services and account administration. She also provided support to relationship and portfolio managers, senior management, and the director of client services. 

Jessica graduated from the University of Louisville in 2011 with a BS in Finance and a minor in International Business. After graduating, Jessica worked in the financial services industry until her move from California to Virginia in 2015. Jessica enjoys attending local sporting events, traveling, volunteering and spending time with her family and friends.