Jessy Liddell Client Advisor
Joined Northern Trust
Education
- Bachelor of Science in Economics and Business Management from the University of Wisconsin – Madison
Credentials
- Certified Private Wealth Advisor (CPWA)
- Certified Exit Planning Advisor (CEPA)
- Certified Trust Financial Advisor (CTFA)
- Certified Wealth Strategist
Expertise
Jessy Liddell is a Client Advisor with the Las Vegas team. He is responsible for providing personalized wealth management services for high-net-worth individuals and families. As the lead relationship manager, he ensures each client receives tailored solutions to accomplish both their financial goals and objectives.
Experience
Prior to joining Northern Trust, Jessy served as an advisor to high-net-worth families and foundations delivering guidance on subject matters that included portfolio management, tax planning, financial planning, business succession planning, and wealth transfer and estate planning. He holds over 14 years of experience in the financial and wealth management industries.
Community Involvement
Jessy is a member of Nevada’s Society of Trust and Estate Practitioners, Southern Nevada Estate Planning Council, Alliance of Mergers and Acquisition Advisors, and the Exit Planning Institute. Jessy serves as an Advisory Board Member of Cleveland Clinic – Lou Ruvo Center for Brain Health and he also serves on the Board of Directors for Grant A Gift Autism Foundation.