Jillian Fenech,
CFP®, CWS® Private Wealth Advisor, RJFS Senior Vice President, Pinnacle Asset ManagementJillian Sutton-Fenech is a Certified Financial Planner® professional passionate about helping families and business owners develop and implement effective financial strategies to align their finances with the goals they have for the lives, families, and communities.
Jillian entered the financial industry in 2003 with another regional investment firm in Knoxville and earned her MBA in 2007. In 2009, she accepted the invitation to join Pinnacle Asset Management. Since 2010, Jeff Francis, Robert DeNovo and Jillian have partnered and built their successful wealth management team with a strong belief in the value of financial planning and evidence-based investing.
Jillian is a Tennessee native and University of Tennessee alumni. She remains active in the community personally and professionally with various organizations. She served on the board of the Financial Planning Association of East Tennessee for five years including as President for two years.
Jillian and her husband, Jason, enjoy traveling, hiking, reading, sports, being active in their church, attending plays and most of all spending time with their two daughters, Livi and Izzy, as well as their niece and nephew nearby.
Education
- Bachelor of Science, Business, The University of Tennessee - Knoxville
- Master of Business Administration, University of Tennessee – Knoxville
Licenses and Certifications
- Certified Financial Planner®
- Series 7 and 63 Licensed
- Tennessee Life & Health Insurance Licensed
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.