Jill A Jeter, CFP®, Partner

Team member since 1994, Partner since 2004

As a CERTIFIED FINANCIAL PLANNER™ professional, Jill develops individual financial plans and investment strategies for our clients. She is dedicated to nurturing lasting relationships with all of our clients and takes great pleasure in helping them identify and achieve their individual life goals.

A native of Pittsburgh and an avid Steeler and Hokie fan, she now lives in Midlothian with her husband, J.B.  Jill enjoys spending time with her son, Jake, and her family which necessitates visits to many locations including Colorado and Spain.  She is passionate about health and nutrition, hiking, travel, and mindfulness.

“The purpose of life is not to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well.” Ralph Waldo Emerson

Get to Know Jill Jeter

What is the most daring thing you have done?

When I turned 40, I took my first solo trip. I was inspired by a few of our female clients whose independence, curiosity, and love of travel inspired them to travel the world solo. I went to Bar Harbor, Maine and spent a week hiking in nearby Acacia National Park. I used this alone time to take a break from my normal, somewhat chaotic life, and to reflect on the past, ponder the future, and, of course, to enjoy my present experience. Since then, I have done several solo trips which have taken me many places including some of my favorites – Zion National Park, New York City, and Belize.

What is your proudest accomplishment?

When I was offered a partnership in the firm, I decided it was important for me to have a CFP designation. This designation makes you uniquely qualified to help individuals pull all their finances together, solve financial problems, and develop a plan to help them achieve their financial goals. It’s a two-year program that can be done through a course or by self-study and I opted for the latter. At the time, the program was broken down into five sections: Retirement Planning, Tax Planning, Estate Planning, Investment Planning, and the Financial Planning Process. Concluding each section was a two-hour exam and in order to pass the final test, a 2-day, comprehensive exam was administered. Needless to say, it was a lot of work, especially since I was working full time and my son was only three when I started my studies. Thanks to a supportive husband and by being disciplined, focused, and studying hard, I completed my studies and passed the exam within two years.

What is your favorite trip or adventure that you’ve experienced?

It’s a 3 way tie!

  1. My niece lives in Spain, and several years ago we took a family trip to Spain to visit her in Barcelona and the surrounding areas. She was an amazing tour guide because she was a “local”.
  2. My son, Jake, studied abroad in Germany for a year. My husband and I joined him for two weeks towards the end of his stay and we toured 10 German cities with interesting itineraries created by Jake.
  3. Our family took a trip to Austria and Switzerland with a dear friend who had been hiking in the area for over 10 years. The hikes were incredible and the huts at the top of various trails were lovely.

What’s the common theme of my favorite trips? They were all lead by guides who were very familiar with the areas so we were able to feel like locals instead of tourists.

What is your favorite hobby?

Physical and mental wellness are very important parts of my life. At lunch time, you can often find me taking a class at a gym or yoga studio. When my son graduated from high school and spent a year studying abroad in Germany, I jumped at the chance to do something for myself. In my new-found spare time, I completed a 200-hour yoga teacher certification. When it’s my turn to retire, I’d love to spend part of my time teaching yoga.

What are your specific goals for PWS clients?

I want every client to be able to have financial wellness. You must understand your current situation, identify goals, and then determine a path to get you where you want to go. I am always surprised by how many people do not have clarity on these issues. I enjoy helping people explore and identify the goals that are most important to them and then build a plan to help them achieve those goals. It’s a living, breathing plan that must be revisited periodically, allowing you to thrive today while having the confidence that you can achieve your vision of tomorrow.

Education

  • Investment Management Consultant, 2007
  • Certified Financial Planner™, 2006
  • Virginia Tech, Bachelor of Science, 1991
  • Series 7, 63, 24 and 51 licenses

Awards & Experience

Jill has over two decades of experience in the financial planning industry and has been asked to attend a number of leadership conferences and groups. She currently participates in:

Raymond James Women’s Leadership Alliance

Jill is a member of the Raymond James Women’s Leadership Alliance. This alliance strives to attract, develop, and engage the most promising women leaders in order to grow and strengthen the financial advisory profession and better represent the diverse clients we serve.

Raymond James Portfolio Management Group

Jill is a member of the Raymond James Portfolio Management Group. This by invitation only group meets twice a year and holds monthly calls which provide technical education on all aspects of portfolio construction and financial markets. Also, this group facilitates discussion among top advisors with similar business models to share best practices.

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.