Over the last 20 years, I have been blessed with the opportunity to work with amazing people and experience continual personal and professional growth.
During my first year at Edward Jones, a close family member experienced a life-changing divorce, and I witnessed first-hand the lack of comprehensive financial advice and guidance she received during that pivotal time. Becoming her advocate through that process solidified my true calling of being a financial advisor.
I contribute to the firm's rich culture of volunteerism by serving in many leadership capacities within client solutions, recruiting, and currently, inclusion and diversity. I am a mentor, have recruited over 25 new financial advisors and helped launch the careers of three new financial advisors through client-transition plans.
I have supported my community by working with Grapevine Chamber of Commerce, Leadership Grapevine and Grapevine Heritage Lions Club. I previously served as chairman for the Southlake Chamber of Commerce and received the Director of the Year award.
My husband and I have two beautiful girls, Emerson and Katelyn. I find joy in traveling with my family and supporting my girls in their competitive dance endeavors.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office to help us provide the best service and most current and comprehensive guidance.
I work with families and business owners to help implement strategies for wealth accumulation, wealth protection and wealth transfer with an emphasis on the unique financial needs of women.
What we offer:
- Partner together through different life stages and events
- Identify and define goals
- Implement and monitor tailored strategies
- Partner with your attorney, accountant and other trusted professionals
My team and I understand that your goals are unique to you. As part of an established process, we provide first class service, and help keep your plans on track.
Focus areas
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Traveling
- Dancing
- Art & Theater
- Social Responsibility
Office Information
Phone Number
Jill E Clifton at (817) 416-8768Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 03:00PM |
Sat | Closed |
Sun | Closed |
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Branch Team
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