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Biography

Jillian is a Principal in the Boston office. She is a member of the Wealth Management team, providing support and constant communication between clients, business partners, and advisors to build long term relationships.  Her primary focus is on client service to help ensure all clients’ needs are met. She works closely with internal teams in creating and delivering financial plans, executing on account maintenance and administration, and onboarding clients.

Prior to joining Cerity Partners, Jillian began her career at BNY Mellon in the Family Office Department. She then joined Prio Wealth in 2018.

Learn more about my practice.

Education

  • B.A in Business Administration from Southern New Hampshire University
  • M.S in Finance from Southern New Hampshire University

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Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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By submitting the form, 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.