Planning & Client Operations

 

Jillian Duddy

Associate Vice President,
Family & Personal Office Services

Jillian joined Mayflower Advisors in 2012, bringing an extensive background in client service and relationship management.

Jillian provides a variety of services to Mayflower’s clients, including personal and family office services, bill paying and expense reporting, investment and bank account reconciliations, financial reporting and tax document organization. She also assists with advanced wealth planning strategies for families and individuals. Jillian enjoys working closely with clients to gain insight into their needs and ambitions and help our wealth management team formulate a customized process. Utilizing a dynamic, collaborative approach, Jillian facilitates client access to high quality strategies to help meet any financial challenge. She liaises with experienced professionals in various investment and planning fields, as well as clients’ additional trusted advisors, like attorneys and CPAs. Jillian’s work ethic, professionalism and attention to detail make her an asset to The Glazer Group.

Jillian graduated from Bridgewater State University, Magna Cum Laude. She resides with her family in Scituate, Massachusetts and enjoys the beach and home improvement projects.

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