
Jill Monteleone
Client Solutions Manager
Jill joined the firm in 2009. Jill plays an integral role in the preparation of financial plans and interim reports. She oversees a diverse range of client needs from coordinating new business and account transfers, to assisting with client services.
Jill enjoys the Philadelphia Flyers, decorating, home improvement projects and spending time with her family and her Pomeranian named Augie.