Client Relationship Specialist
Jill is a valuable team member of Trusted Wealth Partners serving as a client relationship specialists. She has been in the financial services industry for over 18 years, 8 of which were working at former broker/dealer Securities America home office. She worked in the trading department as a trader and trade support team leader.
Jill was also an associate consultant for the Branch Office Development department at former broker/dealer Securities America, and helped financial representatives transition their businesses to Securities America.
Jill enjoys golfing, running and spending time with her husband Matt, their children, and extended family.