Jeriece provides support and guidance to our advisors, sales assistants and clients for their operational needs of brokerage accounts. Her knowledge and experience include, but is not limited to: asset movement, opening of new accounts, account maintenance and direct business.
Previously at First Command & The Northern Trust Company, she has over a decade of experience serving in the financial services industry. She holds the Series 99 licenses. Jeriece is originally from Chicago, IL and is the parent of 3 daughters. When she is not in the office, she enjoys spending time with her family and occasionally an evening out with her friends.