Jessica C. Baumgartner

Professional Background:
I began my career with U.S. Trust Company in New York, working in their high net worth trust division before moving back to New Jersey. I came to George McKelvey Co. in 2016 after nine years with Morgan Stanley, CitiGroup and with Wachovia Securities. In addition to the standard industry certifications, I am also a Chartered Retirement Planning Counselor (CRPC).

Personal Life:
I am married to my husband, Rick, and have been living in Monmouth County for roughly 20 years. We have a Welsh Terrier named Duke, whom we love dearly. In my spare time, I enjoy skiing, yoga, running, going to the beach and spending time with family.

Why George McKelvey Co.?
George McKelvey Co. helps clients simplify their financial lives. We deliver our services with confidence and compassion, making informed recommendations based on our clients’ long-term goals.


  • B.S., Business Administration, University of Delaware


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