our team

Jill Warfel

Manager, Client Service

Jill provides direct support to clients and advisors. With extensive experience in the financial services industry, she has a wide range of experience working with clients at all complexity levels, including ultra-high net worth. She is passionate about developing and maintaining long term personal relationships with clients and delivering an exceptional client experience.

Professional designations
Ohio Wesleyan University - Bachelor of Arts in Political Science (1997)
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