Professional Directory

Jill Rance

Director Wealth Advisor Private Client Group Wealth Management & Trust Florida

Jill Rance is a Client Advisor, working with Boston Private Wealth clients for the past 10 years. Jill believes that quality investment advisory services begin with getting to know clients. She specializes in advising high net worth individuals and families, helping them navigate life’s various stages on the path to achieving their financial goals.

Jill has more than 34 years of experience in the financial services industry, beginning her career as a sales assistant at Prudential-Bache Securities. Following a career in municipal bond sales, Jill found a passion in advising clients in a role where she worked with teachers to develop investment programs for their retirement funds.

Jill holds the Series 65 license and is a graduate of Bayside High School in Queens, NY.

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