Profile
“Now, more than ever, our job is to educate and provide strategies to combat the stress that a lot of people, especially our retirees, feel as a result of these increasingly high rates of inflation”
Lynn Chen-Zhang,
Zhang Financial
Jessica Fitzgerald joined Graystone Consulting from Morgan Stanley over 20 years ago. As an institutional consulting director, her focus is consulting for defined contribution and defined benefit retirement plans. As a family wealth director, she works with high-net-worth private clients and family offices.
Fitzgerald is also a government entity specialist who works with many public sector retirement plans across the country. Her mother, who worked at a City Police Department for almost 30 years, introduced her to the public sector. This is where she discovered an underserved market and built a team around improving retirement outcomes for governmental plans and their employees. Her team is the Great Lakes Michigan Group, which has grown to nine members over the years.
Fitzgerald holds a BA in economics with a concentration in financial markets from Colby College. She currently serves on the Graystone Consulting Advisory Board and is an active member of the National Association of Government Defined Contribution Plan Administrators (NAGDCA), Government Finance Officers Association (GFOA), National Association of Plan Advisors (NAPA), Michigan Association of Public Employee Retirement Systems (MAPERS), and Investment Management Consultants Association (IMCA).
1108 North Main St., Rochester, MI 48307
313 348 3677
Jessica.Fitzgerald@MSGraystone.com
linkedin.com/in/jessica-fitzgerald-b5142128
graystone.morganstanley.com/graystone-consulting-great-lakes-michigan
Jessica Fitzgerald
Institutional Consulting Director
Graystone Consulting from Morgan Stanley
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“I want our employees to know that our goal is to promote from within, and with hard work and determination, they can grow to become the best versions of themselves”
Lynn Chen-Zhang,
Zhang Financial
2008–2014
2014–2017
2018–2021
2021–present
Present
Served as Managing Director, Institutional Strategy and Analytics at TD Ameritrade
2008–
2014
Held the position of Managing Director of Corporate Strategy, Lean Center of Excellence at TD Ameritrade
2014–
2017
Took on the role of VP of Charitable Operations, Service, and Technology at Schwab Charitable, where he focused on improving donor and advisor experiences, delivering scale and efficiency, and building a collaborative, inclusive team environment
2018–
2021
Currently serves as the President of Schwab Charitable, where he is responsible for setting organizational strategy and leading its implementation in support of Schwab Charitable’s mission to increase giving in the US
2021–
present
CEO at Zhang Financial since 1997
Named to Investopedia’s list of the Top 100 Most Influential Financial Advisors
Present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
“Now, more than ever, our job is to educate and provide strategies to combat the stress that a lot of people, especially our retirees, feel as a result of these increasingly high rates of inflation,” she says. “My approach has always been to build a company that provides the highest value to our clients and provides our employees with opportunities to maximize their potential.”
As part of an ongoing effort to attract the best talent, Chen-Zhang has set up a system that gives younger advisors opportunities to learn and grow within her firm.
She says, “I want our employees to know that our goal is to promote from within, and with hard work and determination, they can grow to become the best versions of themselves.”
Earlier this year, Zhang Financial was ranked no. 6 on Forbes’ list of America’s Top RIA Firms for 2023. Describing the award as one of the proudest moments of her career, Chen-Zhang remains eager to continue serving her clients and building upon this year’s success.
sales@icapitalnetwork.com
InvestmentNews Top Advisors 2024
InvestmentNews Top Advisors ranking awarded in 2023. InvestmentNews accepts nominations from advisors and industry professionals. This ranking was determined based on an evaluation process conducted by Key Media (the research company) in partnership with InvestmentNews (the publisher) during the period from 9/30/2022 - 9/30/2023. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Key Media or InvestmentNews to obtain or use the ranking. This ranking is based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth. All information on nominees had to be verified by their compliance team before it could be accepted. Key Media tabulated a ranking for each advisor in each category and combined those scores to determine the advisor’s final ranking on the 2024 Top Advisors list. Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting, a business of Morgan Stanley.
CRC 6177180 12/23