jill.smith@raymondjames.com
502.805.4000
Jill is the firm's main point of contact for clients. She successfully meets their daily needs through her timely responsiveness while fulfilling various client requests. Her experience lies in daily operations, reporting, income and dividend processing as well as account maintenance. Jill also focuses on the needs of our 401(k) participants and retirees, providing onsite consultation.
She began her career in the financial industry in 1999 when she joined the commodities department of JC Bradford. She is Series 7, Series 63, insurance licensed and has the Accredited Asset Management Specialist designation.
Originally from Depauw, Indiana, Jill now lives in Lanesville, IN with her husband, Daniel. She enjoys spending time with her family, the outdoors, horseback riding, and volunteering in the high school ministry of Northside Christian Church.
