With over 25 years of industry experience, Jill strives to provide exceptional wealth management and client service to each and every client, helping them achieve their financial and life goals.  Her passion for the business and for her clients make her stand out in her industry. Jill deals with all aspects of wealth management including personal and corporate retirement plans, income planning, life insurance and estate planning services. She prides herself on taking a holistic approach in her planning, working closely with her Client’s Attorneys ,CPA’s and Medicare Specialists to help ensure all plans are sound and aligned. 
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our county. Since relocating tom Punta Gorda, I have become a coach with Girls on the Run and joined the Women United of Charlotte Country for the United Way. I am also a member of the Punta Gorda Chamber of Commerce and the Charlotte County Chamber of Commerce. I was on the Board of Directors for School on Wheels for 7 years. Chair for the Holidays Bags Drive for the 200+ students in our program. I worked with local schools, businesses and communities to gather donations for the Holiday Bags. I then hosted a Bag Stuffing and Card Decorating Event with a local Student Council.