Jody is a HR Specialist for FLP and works alongside the executive team to ensure strategic initiatives and processes are efficient, clearly communicated and accurately delivered. She has a broad-based knowledge and understanding of general financial planning and wealth management with proven success in sales operations, client support and problem resolution.
Prior to joining the firm, Jody was a director of client service at KLR Wealth as well as Napatree Capital, both in Providence RI. She’s previously held positions as a financial consultant at TIAA and Charles Schwab, and spent many years at Washington Trust as a Client Communications Officer.