My Qualifications
Jill Williams, CERTIFIED FINANCIAL PLANNER™ Professional, holds the following securities registrations: Series 7 and 66, and holds Life and Health Insurance licenses in NY, NJ, PA, MD, FL, CT, OH, VA, and CA. From The American College, she has also earned the Chartered Financial Consultant (ChFC) and Chartered Advisor for Senior Living (CASL) designations. She frequently presents the MetLife PlanSmart® program education seminars for corporate employees. Jill is very active in her community of Glen Ridge, NJ, as well as a member of the Financial Planning Association, National Association of Women Business Owners, National Association of Female Executives and the Million Dollar Round Table. In addition, Jill sits on the Advisory Board of the Professional Women's Center in Montclair, NJ, is Chairman of the Board of the Miss New York Organization, and is an Elder of the Presbyterian Church of Upper Montclair. Prior to becoming a financial advisor, Jill spent 15 years as a professional actress, performing primarily in Broadway musicals. She subsequently worked as a New Media Consultant for Multimedia Solutions Corporation, was Director of Client Services for Theatre.com and Vice President of Sales and Marketing for Basex, Inc., a research and consulting firm in NYC. She is a highly regarded keynote speaker and presenter of Financial Education workshops throughout the country.
CA Insurance License # 0G87375
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