Jodi is a Senior Registered Service Associate, Series 7 and 63 licensed who has over 30 years of experience in the financial services industry. Working closely with our advisors, she has served the needs of many clients with an exceptional ability to make clients feel like they are the most important person of all. Jodi works hard on behalf of all our clients and is attuned to listening to and resolving their concerns and needs.
Jodi's experience has given her a robust knowledge of various investment products, trading, and compliance. A skillful problem-solver, Jodi is a tremendous resource for all operational questions and issues, drawing upon her deep knowledge of the financial industry to access the best solution for each situation. You can always feel confident in contacting Jodi with any issue and concern.
A lifetime resident of South Florida, today she calls Miami Lakes her home, along with her husband. She has three children, Jason, Jessica and Joseph, and three grandsons, Mason, Justin and Ryan. Jodi is a passionate traveler who enjoys camping, watching interesting movies, and a good wine with friends and family.
