Jesse Abercrombie, Financial Advisor located in Plano, TX

Financial Advisor
Jesse Abercrombie

CEPA®
8101 Windrose Ave Ste 1400, Plano, TX 75024opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Employee Stock Options
  • Intergenerational Planning
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Yoga
  • Coaching Sports
  • Health & Nutrition
  • Painting
  • Traveling

Team Members

  • Cole Baker
    Associate Financial Advisor Trainee
  • Greg Cummings
    Associate Financial Advisor
  • Cole Smith
    Associate Financial Advisor
  • Jill Armstrong
    Sr. Branch Office Administrator
  • Stephanie Bankhead
    Sr. Branch Office Administrator
  • Valerie Williams
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(972) 239-0852

Fax

(866) 262-9640

Office Address

8101 Windrose Ave Ste 1400
Plano, TX 75024opens in a new window

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