Jill has been working closely with affluent families for over a decade and provides comprehensive advice for all aspects of their financial planning needs. She joined Highline Wealth Management in 2011 after starting her advising career at a financial planning firm in Tysons, VA. Through several acquisitions, Highline is now Wealthspire Advisors where Jill is a Senior Vice President, committed to providing superior service to her clients. Helping them meet their financial goals is one of the most rewarding aspects of her job. She guides her clients through both simple and complex issues that may arise, including estate planning, tax planning, investment management, and retirement planning.

Previous Experience

  • Director at Bronfman Rothschild
  • Wealth Advisor at Highline Wealth Management
  • Research Analyst at Cassaday & Company

Education & Credentials

  • BA, University of Maryland, Government and Politics
  • BS, University of Maryland, Finance
  • Executive Certificate in Financial Planning, Georgetown University
  • Certified Financial Planner
  • Series 66 license

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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