Planning & Client Operations


Jillian Duddy

Client Relationship Manager

Jillian Duddy joined the practice in 2012 as a Senior Associate, bringing with her an extensive background in client service and relationship management.

She assists with advanced wealth planning strategies to individuals and families. She works with our clients to gain insight into their needs and ambitions to help us formulate a process that is customized. She works diligently to provide an exemplary experience for all of our clients, whether that is in person or on the phone.

Jillian utilizes a dynamic team approach to grant clients access to high quality strategies for any financial challenge. She liaises with experienced professionals in various investment and planning fields, as well as clients' additional trusted advisors, such as attorneys and CPAs.