Portfolio Administrator / Paraplanner
Jillian works closely with DWD’s advisors in developing financial plans, researching investment vehicles, and analyzing portfolios. Jillian is a numbers-person, loves problem-solving and digging in to details to help our clients achieve their financial goals.
Prior to joining DWD Portfolio Solutions in September 2021, she held a position as an Associate Wealth Management Advisor, where she was responsible for all investment operations, including portfolio management, fund analysis, trading, and building proposals.
Jillian graduated from Saint Vincent College in 2020 with a Bachelor of Science in Finance and Economics, with a focus on Investment Management. She holds her Series 7 and 63 securities licenses, is a Registered Representative with Fortune Financial Services, Inc. and is currently pursuing a Chartered Financial Analyst designation.