Lokken Investment advisor Jessica Bimonte earns EA designation

Financial Advisor Jessica Bimonte, CFP, of Lokken Investment Group LLC in Lewes has earned the Internal Revenue Service Enrolled Agent designation, awarded only to professionals who demonstrate advanced knowledge of federal tax law and pass comprehensive exams.

To achieve this distinction, Bimonte completed a rigorous examination process that included three separate tests on personal taxes, business taxes, and the IRS rules and regulations governing tax practice. Having achieved this designation, Bimonte joins a group of tax professionals who are enrolled to practice before the IRS.

"I’m excited to deepen the expertise I can offer to our clients, especially as they navigate increasingly complex tax landscapes," Bimonte said. "The Enrolled Agent designation equips me with the specialized knowledge to provide comprehensive tax guidance alongside our investment and financial planning services."

A 2016 graduate of Virginia Tech, Bimonte joined Lokken Investment Group LLC in 2018. As a financial advisor, she works closely with individuals and families to develop personalized financial plans and investment strategies. With the addition of the EA designation, she aims to bring even more value to clients by combining her expertise in both financial planning and tax strategy.