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Jill Smith

Jill Smith, AAMS®


Senior Registered Client Service Associate

Jill is the firm's main point of contact for clients and successfully meets their daily needs and fulfills their requests. Her experience lies in daily operations, reporting, processing client requests, income and dividend processing and 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, working at the firm through two mergers until it became UBS. Jill began working with Tuffy and Alisa while at JC Bradford. In 2002, she went to work for Morgan Keegan, and then Raymond James in 2013, when the two firms merged. She is Series 7, Series 63, insurance licensed and has the Accredited Asset Management Specialist designation.

Originally from Depauw, Indiana, Jill lives in Greenville with her husband, Daniel. She enjoys spending time with her two grown children, horseback riding, boating, bicycling and working in the high school ministry of Northside Christian Church.