Jill Metzmaker

Financial Planning Coordinator

Jill joined Carr Financial in 2019 and works with Christopher Carelli in all operational facets of financial planning including investments, annuities, insurance and estate planning. Having 17+ years of financial services experience, Jill handles the day to day operational/administrative tasks related to new account set up, account transfers, client reporting, account maintenance and other client service items. Jill holds her series 7 and 63 registrations through LPL Financial. 

 Jill attended Umass Amherst and graduated with a Bachelor of Arts and Science.

Away from work, Jill enjoys hiking, attending sport events, road trips and spending her time with her son.