Jill M. Bertke, Cfp® Email & Phone Number

For over 20 years, I have worked in the financial services industry. After graduating college in Southern Indiana, I moved to the Washington D.C. area and began my career as a financial advisor. A few years later, I became a partner and Chief Operating Officer of a local investment management practice. I am a CERTIFIED FINANCIAL PLANNER™ Professional which further reflects my commitment to providing objective financial guidance. In 2019, I moved to Knoxville, TN to join a growing group of wealth advisors. They focus on empowering their clients to Live Invested® by providing sound advice, thoughtful service, regular communication. I work with high-net worth individual and families, widows and widowers, and retirees. I understand that every single individual’s financial situation is unique – which is why I believe a solid client/advisor relationship is necessary. My mission is to help clients actively pursue their financial goals by growing, protecting, and providing excellent service to them throughout all of life’s transitions. As a fiduciary, my client’s financial interests always come before my own.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Tennessee Valley Asset Management Partners (TVAMP), a registered investment advisor.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Personal Financial Planning, Financial Services, Securities, Personal Finance, and 1 others.