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.