Client Advisory

Biography

Jill is an Associate in the Virginia office.

Prior to joining Cerity Partners, Jill served as a Client Service Associate at Palladium Partners LLC. She brings almost two decades of financial services industry experience to her position as a Client Service Associate. Jill is dedicated to enhancing strong client relationships, improving operational efficiency, and ensuring service expectations are met and exceeded.

Education

  • Bachelor’s in Business from East Carolina University

Q & A

Q:

What should your clients know the most about you?

I am dedicated to enhancing strong client relationships, improving operational efficiency, and ensuring service expectations are met and exceeded.

What kind of clients work best for you?

Clients that are interested in partnering with a team that will provide them with exceptional financial advice.

What differentiates Cerity Partners from other firms in our space?

Cerity partners genuinely cares about their clients and best interests.

What do you do in your personal life that helps you help your clients?

Live life to the fullest. Relaxing by the pool or watching college football with family and friends.

What does the world need now more than anything?

Kindness and Compassion.

Connect with Jill

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.