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Meet Jessica

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Jessica Minio

Financial Services Professional

Jess Minio brings nearly two decades of leadership, operational excellence, and client-focused service to Atlantic Financial Services. Throughout her career, she has built a reputation for solving complex challenges, leading by example, and creating processes that help both organizations and the people they serve thrive. She believes financial planning is about more than numbers—it's about helping individuals and families protect what matters most while confidently preparing for the future.

As the first female employee at Praesidium Investment Management Company, LLC, Jess played an instrumental role in the firm's growth and culture. She carried out responsibilities across operations, accounting, trade settlement, reporting and made an essential contribution to scaling the back-office systems and infrastructure.  Jess was the first person to hold each of the leadership positions she advanced through, helping shape the organization's operational framework while mentoring those around her. Her proactive approach, strong work ethic, and passion for helping others continue to guide her work with every client.

Professional Associations & Education

  • FINRA Series 7 & 66

  • Life, Accident & Health Insurance License

  • Bachelor of Arts, Psychology — Siena College (2003)

  • Master of Arts, Marriage & Family Therapy, High Honors with Distinction — Hofstra University (2006)

Professional Experience

  • Atlantic Financial Services – Financial Adviser

  • Praesidium Investment Management Company, LLC

    • Director of Operations (2021–2026)

    • Controller (2014–2021)

    • Assistant Controller (2010–2014)

    • Associate (2006–2009)

Community Involvement & Personal Life

Jess served with the New York Junior League from 2018–2021, contributing to the Content Creation Committee where she developed internal and external communications campaigns supporting organization-wide initiatives. She also served as Vice Chair of Fundraising (2019–2020) and Vice Chair of Training & Education (2020), demonstrating her commitment to leadership, collaboration, and community service.

Born and raised in Connecticut, Jess credits a lifetime of playing competitive sports with instilling the confidence, determination, teamwork, and discipline that continue to shape both her professional and personal life. Outside the office, she enjoys spending time with her husband and son along the Connecticut shoreline. She is passionate about helping individuals, families, and business owners build financial confidence through thoughtful planning designed to protect their livelihoods, preserve their legacies, and create lasting peace of mind.

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100 Northfield Drive Suite 200
Windsor, CT

Call: (860) 581-8242

Email: info@atlanticfinancialservicesllc.com

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Disclosure

Eric Barlow is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #10619168), CA (CA Insurance License #0I88964), CO, CT, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Eric Barlow is licensed and authorized to offer insurance in California and Arkansas, but Atlantic Financial Services, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Eric Barlow is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 10 Whisper Cove Rd, Old Saybrook, CT, 06475, 860-581-8242. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, CT, FL, GA, IL, MA, NC, NH, NY, PA, RI, TN, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Atlantic Financial Services, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Atlantic Financial Services, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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