Jodi Giustina
Client Services ManagerWest Hartford: 10 North Main Street, Suite 216 | West Hartford, CT 06107
As the first point of contact for clients at Innovative Wealth, Jodi plays an integral role in delivering quality client service and supporting the day-to-day operations of the office. She works closely with clients and the financial advisor to help ensure accounts are maintained accurately, efficiently and in accordance with firm requirements.
Jodi assists clients with account servicing, distributions and beneficiary updates, while reviewing account activity and documentation. She also maintains client records, coordinates appointments and provides ongoing support to the financial advisor. Jodi values building strong client relationships and providing dependable, responsive service.
Before joining Innovative Wealth, Jodi spent more than 17 years with PNC Business Credit as a Senior Business Development Associate, where she generated and qualified new business opportunities for the bank’s asset-based lending division. This experience provided her with a strong foundation in financial services, client relationships and business development.
Jodi earned a Bachelor of Arts degree from Simmons College in Boston and studied abroad in Paris during her junior year.
Outside of work, Jodi enjoys spending time at the beach, kayaking, biking, traveling, walking her dog, Fenway, and spending time with family and friends.
