Jessica McDowall

Client Service Manager

Newton, MA

Customer Care
Relationship Management

As a Client Service Manager at The Colony Group, Jessica supports a team of wealth advisors and is responsible for client onboarding, account maintenance, wire requests, and processing transfers and distributions including required minimum distributions (RMD).

Jessica served as a Portfolio Administrator and Assistant Compliance Officer at Derby and Company, Inc. prior to their merger with The Colony Group in 2021.

She earned her Bachelor of Science in Biology from Framingham State College.

Jessica currently resides in Walpole with her husband Brandon and their two children.