Novare Capital Management Adds Jessica Rickert as Senior Vice President to Deepen Multigenerational Planning Capabilities

Rickert joins Novare's advisor teams to strengthen the firm's approach to serving families across generations

CHARLOTTE, N.C., Sept. 1, 2026 /PRNewswire/ -- Novare Capital Management, an independent, employee-owned Registered Investment Advisor (RIA), today announced that Jessica Rickert has joined the firm as Senior Vice President, Legacy Planning Specialist. Rickert will focus on multigenerational planning, an area where Novare has built its practice around pairing experienced and newer advisors so that every generation of a client family has a relationship built specifically for them.

Rickert spent the past 13 years at Vanguard working with some of the firm's most complex client relationships. After spending 8 years as an Ultra-High-Net-Worth Relationship Manager, she transitioned into a Family Legacy Specialist role, where she found her true passion in partnering with wealth advisors, relationship managers, and estate and tax strategists to guide families through wealth and business transitions. Her work included facilitating family meetings and education sessions, training teams on wealth-transfer retention strategies, and helping financially uninvolved spouses build confidence in their family's financial picture. She holds Series 7 and 66 licenses and a degree in International Business from the University of North Carolina at Greensboro.

"Successful wealth transfer isn't just about estate plans and investment strategies," said Anne McPhail, CFP, Managing Director at Novare Capital Management. "It's about helping families navigate some of life's most important conversations with confidence. Jess has spent her career doing exactly that. She understands both the technical complexity and the human side of multigenerational planning, making her an exceptional fit for how we serve families at Novare."

"I've spent years helping families navigate transitions that often come with uncertainty and emotion," said Rickert. "What stood out to me about Novare is that the firm doesn't wait until those moments arrive. By intentionally building relationships with the next generation early, advisors can help families move through those transitions with greater confidence and continuity."

To learn more about Rickert and Novare's other financial professionals, visit: www.novarecapital.com.

About Novare Capital Management 
Novare Capital Management is an independent, employee-owned Registered Investment Advisor (RIA) based in Charlotte, North Carolina. Founded in 1999, the firm oversees more than $2 billion in assets and provides comprehensive wealth management services to individuals, families, business owners, and corporate executives. Novare offers customized individual-securities portfolios supported by an inhouse research team, giving clients direct access to the professionals who manage their wealth. The firm pairs senior and next-generation advisors to support seamless guidance across generations and help families preserve and transfer wealth with clarity, purpose, and confidence. For more information, visit www.novarecapital.com.

SOURCE Novare Capital Management