Jessi Perry

Jessi Perry is a Sr. Specialist on Schwab's Digital Experience & Adoption Team, where she partners with advisory firms to help increase awareness and adoption of Schwab's digital tools. Her focus is on helping firms create more efficient workflows, reduce rework, and enhance the advisor's experience through digital solutions. Through webinars, conferences, and Schwab events such as IMPACT and SOLUTIONS, Jessi leverages her Advisor Services background to educate and empower advisors with practical strategies that support their unique business models and operational goals. She joined Schwab in 2021 as a member of the Advisor Services team, supporting our enterprise firms as they managed and grew their client relationships. Jessi holds FINRA Series 7/63 licenses.