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Novare Capital Management Appoints Jessica Rickert As Senior Vice President

PRIVATESep 01, 20266 days ago

Position

Senior Vice President

Company

Novare Capital Management

Jessica Rickert
CharlotteFinancial ServicesFinance

Description

Novare Capital Management has announced the appointment of Jessica Rickert as Senior Vice President, Legacy Planning Specialist. She will focus on multigenerational planning, enhancing the firm's services for client families.

Company Information

Company

Novare Capital Management

Location

Charlotte, North Carolina, United States

About

Novare Capital Management is an independent, employee-owned Registered Investment Advisor (RIA) based in Charlotte, North Carolina. Founded in 1999, the firm oversees more than $2 billion in assets and provides comprehensive wealth management services to individuals, families, business owners, and corporate executives. Novare offers customized individual-securities portfolios supported by an inhouse research team.

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Novare Capital Management changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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