Jill D. Rance

With over 30 years of financial services experience, Jill Rance helps affluent individuals and families navigate life’s various stages on the path to achieving their financial goals. She deeply enjoys taking the time to get to know each one of her clients individually – their extended families, lifestyles, and long-term aspirations – and providing them with specially designed portfolios to address their unique circumstances.

Prior to joining Dakota Wealth Management, Jill was a client advisor at both Boston Private and Banyan Partners LLC, the wealth management firm founded by Peter Raimondi in 2008. Jill and Peter have had a close working relationship for many years, providing high net worth clients with distinctive and personalized wealth management services. Jill began advising clients at Weiss Capital Management, a firm that later joined Banyan Partners.

Earlier in her career, Jill worked her way up through the Wall Street brokerage industry, starting as a sales assistant at Prudential-Bache Securities. Through subsequent brokerage roles at Kidder Peabody, Gruntal & Co. and J.B. Hanauer, she gained extensive experience in equities, options and municipal bond trading.

Jill has achieved designation as a Financial Paraplanner Qualified ProfessionalTM (FPQP) issued by the College for Financial Planning.

The mother of two boys, Jill is based in Palm Beach Gardens, but is a native New Yorker. Her favorite part of her job at Dakota is nurturing her clients, treating them like family and helping them achieve success.