As a Financial Advisor at J.P. Morgan Securities, Jill focuses on all aspects of wealth management, with a specialization in customizing lending solutions, estate tax planning strategies, business succession and concentrated stock strategies.
Jill has more than 20 years experience in various banking roles, from commercial lending to advising ultra-high net worth families and executives.
Jill was a Private Client Advisor at the Private Bank of Bank of America before joining Merrill Lynch as a Financial Advisor in 2006.
Jill graduated from the University of Illinois with a B.S. in Finance and has an M.B.A. from Arkansas State University. She and her husband Lane have two daughters, Lindsey and Erin.
Tel: (314) 721-2268
Fax: (314) 732-1892
Registered States: AZ, CA, CO, CT, DC, FL, GA, IL, KS, MO, NE, NJ, NY, NC, OK, TN, TX, VA, WA, WI, WY