Jill Ross, APMA®, is a seasoned financial planning professional with significant experience in the industry. Currently serving as a Financial Planning Analyst at Northstar Financial Planning since December 2019, Jill previously held the position of Paraplanner at Rise Private Wealth Management from August 2017 to October 2019, where accolades included being named team member of the year in 2018. Jill's career began as Operations Manager at Coneeny Investment Management, LLC, from March 2005 to June 2017. Educational qualifications include an APMA® designation obtained in July 2019 and a Registered Paraplanner℠ credential from the College for Financial Planning, along with a Bachelor's degree in Economics from the University of New Hampshire.
Sign up to view 1 direct report
Get started
This person is not in any teams