Jill B. Blair

With more than 20 years of experience in financial planning and investment management, Jill Blair has the accumulated knowledge and perspective to help you with your financial goals. Jill understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Jill will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.

Jill endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Her investment process takes into account your investment experience, your expectations for returns, your tolerance for risk, and the performance of your investments.

Based on what she learns about you and your goals and an analysis of the current financial markets, Jill designs a customized investment strategy based on your needs. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Jill puts it into action and seeks opportunities to adapt to life changes and new goals.

Jill began her career in financial services in 2005 at Merrill Lynch as a senior registered client service associate. She later transitioned to UBS Financial Services before returning to Merrill Lynch in 2013 as the client relationship manager for the Louisiana-Mississippi Complex. In 2019, Jill expanded her leadership role by joining Morgan Stanley as the complex risk officer for the Louisiana-Mississippi Complex.

At Raymond James, Jill plays a key role in promoting regulatory adherence and risk management with the goal of safeguarding client interest and upholding the highest standards of ethical conduct. By leveraging both experience and knowledge in financial advisory services and compliance, Jill contributes to maintaining the integrity and operational efficiency of financial operations. With a commitment to continuous professional development, Jill strives to stay ahead of industry changes to adapt strategies, with a goal to help ensure clients and the practice are well-positioned to navigate evolving financial landscapes.

Jill resides in Port Allen, Louisiana, with her husband, Troy, and their three children, Wesley, Sophie and Hayes. She actively serves on the finance committee at Holy Family Catholic Church and School. Outside of work and when she is not attending one of her children’s events, she enjoys managing their small, yet growing, family farm.