As a Relationship Manager at Prio Wealth, Jillian supports and maintains constant communication between clients, business partners, and Prio Wealth’s advisors to build long term relationships. Her primary focus is on client service to ensure all clients’ needs are met. Jillian works closely with internal teams in creating and delivering financial plans, executing on account maintenance and administration, and onboarding clients.
Jillian initially joined Prio Wealth in 2018 as a Wealth Service Administrator, and brings with her seven years of client experience. Jillian began her career at BNY Mellon in the Family Office Department where she supported multiple wealth managers in day-to-day operations serving clients.
She is a graduate of Southern New Hampshire University with a Bachelor of Science in Business and her MS in Finance. Jillian is currently taking courses at Boston University to obtain her CERTIFIED FINANCIAL PLANNER™ designation.
Jillian lives in Saugus, Massachusetts. Her personal priorities include spending time at the beach, long walks with her dog Axel, rowing, trying new restaurants, and spending time with her family.