Senior Business Manager
Jill graduated from the University of Texas at Dallas with a degree in Sociology. She joined Wells Fargo Advisors in February 2004 doing various administrative and operational duties at the branch level. She passed her Series 7 and 66 in 2007 and made the transition to being a Registered Client Associate. In 2019, she transitioned to Wells Fargo Advisors Financial Network with the rest of Astra Wealth Management Group.
She works with us and our clients to:
- Create a seamless documentation process
- Answer questions about their account statements
- Send/Receive funds from outside accounts
- Transfer money between investment and banking accounts
In 2016, she was named a Wells Fargo Advisors Premier Client Associate, a distinction held by a select group of Registered Client Associates within the Firm nominated by their management for their consistent display of professionalism, integrity and core leadership values.
She loves cycling, and enjoys giving back to her community by volunteering her time at the local food pantry and Salvation Army.