Get to know Cassandra Wells

Cassandra Wells

Client Service Manager

Cassandra is dedicated to connecting with clients and seeing them reach their financial goals. Whether that means preparing for retirement or sending a child to college without taking out loans, she enjoys being a part of a team that helps those dreams come to fruition.

As a paraplanner, Cassandra brings years of experience to her role at J. Biance. She believes the best part of her job is getting to help families prepare for and enjoy their retiremement.

Cassandra lives in Jacksonville, Florida, and enjoys spending time with her fiancé and best friend, John. Outside the office, she stays busy by volunteering, painting, baking, and visiting Disney World and Universal Studios. She also loves traveling and has visited at least 40 states.