In financial services, a reputation for quality service and integrity is earned one client at a time. With 16 years of experience helping investors, Jeanice has keen insight into building effective professional relationships. Jeanice takes pride in being part of the financial services industry and contributing to our clients well being. Jeanice’s role in the team is to interface with clients and assist in the producing of client reports, portfolio analytics, as well as executing client directed asset movement.
Jeanice earned her bachelor’s degree in Banking and Finance from the University of Mississippi and holds her series 7, 63 and 65 securities registrations - in addition to her Insurance license. She entered the industry in 2000 with Morgan Keegan and in 2001 moved to Prudential Securities, which - through a buyout by Wachovia Securities, eventually became Wells Fargo Advisors. When she is not in the office, she enjoys spending time with her family.