Jillian joined Rockefeller Global Family Office as part of Decision Point Wealth Partners. In her role she assists with client financial planning and the implementation of wealth management strategies for our clients. Jillian also handles the marketing efforts for the team and oversees administrative and operational needs of clients.
She is a Wilmington native, and graduated from UNC-Wilmington with a degree in Business Administration, concentrating in Finance. Jillian began her career with UBS in 2010 through an internship while attending UNC-Wilmington. She currently holds the FINRA Series 7 and 66 security licenses and North Carolina Health, Life, Long-term Care, Variable Annuity/Life insurance licenses and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
She enjoys spending time with friends and family, being outdoors, and traveling. Her favorite place she has traveled to is Cartagena, Colombia. She also enjoys keeping healthy through exercise. Ask her how many hot Pilates classes she has completed!