Jill Anderson - Senior Vice President of Business Development, The Patriot Financial Group

Jill specializes in coaching CPA’s and Attorneys to help clients receive holistic and coordinated financial planning services. “Jill has decades of experience and provides a valuable resource to our advisors. With her track record we are confident that she will elevate our advisory practices to new levels,” said Dave O’Donnell, Founder of The Patriot Financial Group. She works with accountants, attorneys, insurance companies, lending institutions, and other professional partners to incorporate financial services into their firms to better serve their clients and provide a valuable resource. With a team approach, clients always have access to the experienced specialists who are in the best position to offer creative solutions to their unique financial challenges. The Patriot Group’s fully independent advisors provide help with Retirement Planning, Wealth Management, Business Owner Planning, 401(k) plans, Group Employee Benefits, Tax Planning, Legacy Planning, and Risk Management.

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Jan 11

New Ways to Prosper in a Changing Market Environment

What if there was a way for you to get paid on managed assets without studying for your Series 65 test?

There was a time when mutual funds, insurance, and annuities ruled the world of investment options for financial professionals, and only the biggest institutional or qualified investors had deep enough pockets to utilize wrap accounts. Today, you can open a...

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