Jeanette Mccormick

Jeanette Mccormick Email and Phone Number

Investment Advisor Representative at Williamson Legacy Group @ Williamson Legacy Group
Carmel, Indiana
Jeanette Mccormick's Location
Greater Indianapolis, United States
Jeanette Mccormick's Contact Details

Jeanette Mccormick personal email

n/a
About Jeanette Mccormick

I've worked in the financial services industry since 2001. As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive investment advice and portfolio management - delivered with the highest level of personal service and professional integrity.In addition to helping my clients, I am committed to helping my community. I am currently involved with the Hamilton County Humane Society, Tri Kappa of Noblesville, and the Noblesville Swim Club program. My husband, Bill, and I live in Noblesville with our children, Connor and Kirsten.Please contact me by email at jeanette@williamsonlegacygroup.com or phone at 317-506-9541.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.

Jeanette Mccormick's Current Company Details
Williamson Legacy Group

Williamson Legacy Group

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Investment Advisor Representative at Williamson Legacy Group
Carmel, Indiana
Website:
williamsonlegacygroup.com
Employees:
4
Jeanette Mccormick Work Experience Details
  • Williamson Legacy Group
    Investment Advisor Representative
    Williamson Legacy Group Aug 2021 - Present
    Carmel, In
    View
  • Williamson Legacy Group Of Wells Fargo Advisors
    Associate Vice President - Investments
    Williamson Legacy Group Of Wells Fargo Advisors Feb 2010 - Aug 2021
    Indianapolis, In
    Wells Fargo AdvisorsWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/ MAY LOSE VALUE.
    View
  • Raymond James
    Client Associate
    Raymond James Dec 2008 - Feb 2010
  • Wachovia Securities
    Client Associate
    Wachovia Securities Sep 2001 - Dec 2008

Jeanette Mccormick Skills

Mutual Funds Retirement Planning Financial Advisory Investment Strategies Insurance Asset Allocation Financial Services Finance 401k Retirement Financial Strategies Stock Market Investment Planning 401k Planning 401k Rollovers

Jeanette Mccormick Education Details

  • Purdue University
    Purdue University
    Business Management

Frequently Asked Questions about Jeanette Mccormick

What company does Jeanette Mccormick work for?

Jeanette Mccormick works for Williamson Legacy Group

What is Jeanette Mccormick's role at the current company?

Jeanette Mccormick's current role is Investment Advisor Representative at Williamson Legacy Group.

What is Jeanette Mccormick's email address?

Jeanette Mccormick's email address is je****@****ors.com

What schools did Jeanette Mccormick attend?

Jeanette Mccormick attended Purdue University.

What skills is Jeanette Mccormick known for?

Jeanette Mccormick has skills like Mutual Funds, Retirement Planning, Financial Advisory, Investment Strategies, Insurance, Asset Allocation, Financial Services, Finance, 401k, Retirement, Financial Strategies, Stock Market.

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