Jill is a Private Client Advisor in our Portland, Maine office. Working closely with our investment advisors, she helps clients navigate their complex financial lives. Jill utilizes a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. She also coordinates with her clients’ family members, outside advisors and with other members of their professional team. Jill is a Certified Trust and Fiduciary Advisor and CERTIFIED FINANCIAL PLANNER® professional. She has more than 20 years of experience in the profession.
Prior to joining FLP, Jill was a portfolio manager at R.M.Davis in Portland and spent 15 years at U.S.Trust, Bank of America in Boston. She volunteers with the Hospice of Southern Maine and Midcoast Humane.