Throughout her 25 years in the financial services industry, Jill Romer has been putting her passion for service into practice. She works closely with the clients at Merritt Point Wealth Advisors to provide resolution of operational and portfolio management issues.
Having worked at organizations like Merrill Lynch, HJ Sims, and Oppenheimer & Co., Jill has come to recognize that true customer service is becoming a lost art. One of the reasons she joined Merritt Point was to reclaim a higher standard in customer excellence. She utilizes her vast knowledge of compliance, paralegal and corporate issues to handle complex problems for our clients, while utilizing cutting-edge software to make our client’s lives easier.
Jill is a dog lover - ask her about the miracle on Valentine’s Day involving her pug, Patrick!