Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Team

Jill L. Legerton

Paraplanner

Qualifications

  • Bachelor of Science from the Pennsylvania State University, Series 7, Series 66 and Life Accident & Health License.

Roles & Responsibilities

  • Support financial advisor in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations, and research.
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