As a Client Relationship Specialist, Jillian Somerville plays an important role in coordinating and providing asset management support to give seamless service for clients. She collaborates closely with lead advisors, facilitating daily operations to meet clients’ financial planning needs. With five years of professional experience, primarily in wealth management and a background in biotech, Jillian brings a broad blend of skills and insights to her role at the Pittsburgh office.
Jillian is passionate about her career path and finding fulfillment in helping clients achieve peace of mind in their financial planning. Her commitment to honesty, integrity, and kindness drives her approach to client interactions and decision-making. Whether assisting with account management or providing administrative support, Jillian is dedicated to delivering customer service and fostering strong client relationships.
Outside of her professional life, Jillian enjoys various activities that reflect her personality. You might find her enjoying a baseball game, playing music, watching movies, or spending quality time with her family.
