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Jesica Greene

Jesica Greene

Director of Operations and Technology Liaison

Schedule an appointment or call with Jesica via our Virtual Scheduler

Jesica is located at LPL’s Fort Mill, SC headquarters, making her proficient in LPL’s systems and processes. 

Assisting with the operational aspect of our practice, she produces account opening and account maintenance documents.  She oversees the processing of deposits, transfers and distributions to and from your accounts.

She is responsible for helping you set up and maintain access to AccountView and WealthVision. If you have any questions or problems with our financial planning technology, you can easily access Jesica’s virtual calendar to set up a conference call for her to assist you.

We encourage you to set up a call with Jesica so she can walk you through our Technology Welcoming and Review Process.  On this call, you will learn how to better use our technology to make sure you are taking advantage of each aspect of our EPPIC® client experience.

In her spare time, Jesica enjoys traveling, volunteering, and spending time with family and friends.