She also assisted the Retirement Planning department with RMD calculations and estate valuations
Jill began her financial services career at Morgan Keegan in 2001, where she worked in the Planning and Executive Services department as a paraplanner, preparing all levels of financial plans for the firm’s brokers. She also assisted the Retirement Planning department with RMD calculations and estate valuations. Prior to 2001, Jill worked for Athletic Resource Management (ARM), a division of Morgan Keegan that represents professional athletes. Jill was an account executive and assistant to the CEO and their general counsel for 3 years. Her previous business experience includes a 5 year stint with Physiotherapy Associates as office manager.
After joining W&A, Jill received her Financial Paraplanner Qualified Professional designation (FPQP) in 2007.
Outside of W&A, Jill enjoys spending time with her husband and son.