Jillian Jones

Credentials:
  • CDFA™
  • MBA

Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Retirement Strategies, Estate Planning, Financial Education, Business Owners, Risk Management Strategies, LGBTQ

Languages: English

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I work closely with my clients and can also work with you.  I will help you:

  • Define your personal financial goals
  • Develop a financial strategy that can help you achieve these goals
  • Suggest suitable products and solutions based on your own tolerance for risk and your timeframe
  • Implement your strategy with products and services that help meet your needs. 

Education

Bachelor of Science, Management, SUNY Geneseo
MBA, Management, Saint John Fisher College

Hobbies

Meditation
Reading Inspirational books
Outdoor adventures with my rescue dog Mr. Cid

Affiliations & Memberships

Certified Divorce Financial Analyst®, Institute for Divorce Financial Analysts
Board of Directors, Rochester Womens Network
Vice President of Revenue Development, Rochester Womens Network

Community Involvement

Volunteer work and fundraising for non-profits that support survivors of abuse or animal welfare

See Jillian’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Jillian

*Fields are required

MassMutual New York State - Rochester

Satellite Office

700 Bausch & Lomb Place
Rochester, NY 14604-2700

CRN202207-267436