Jill C. Fletcher, CFP®, AIF®

Financial Planner

Jill helps our financial advisors maintain client relationships and accounts. She assesses clients’ financial situations by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning, and evaluates risk tolerance. She comes to Cary Street Partners with over seven years of industry experience.

Experience:

  • Signature Estate & Investment Advisors, LLC, Associate Advisor
  • Clearbrook Advisory Services, LLC, Financial Advisor

Education/Certifications:

  • University of North Carolina Wilmington, BS, Business Administration, Finance
  • North Carolina State University, CFP® Certification Program
  • CERTIFIED FINANCIAL PLANNER™ designation
  • ACCREDITIED INVESTMENT FIDUCIARY designation
  • Series 7, 66 licenses