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Jill Jeter
Professional designations
CFP
Firm or Broker/Dealer name
RAYMOND JAMES FINANCIAL SERVICES
States licensed in
Midlothian
,
Virginia
Areas of expertise
Languages spoken
English
Areas of Expertise
Financial Planning
Wealth Management
Retirement/Retirement Income
Philanthropy/Charitable Giving
Tax Planning
Time Zone
Jill is a Certified Financial Planner® professional who has dedicated her career to helping individuals gain clarity, confidence, and peace of mind in their financial lives. She believes in meeting people with empathy, listening closely to their concerns, and creating practical, personalized plans that support both immediate needs and long term goals. Her approach is rooted in compassion, education, and empowerment—values that align closely with the mission of Wings for Widows.
Originally from Pittsburgh and now living in Midlothian, Virginia, Jill enjoys life with her husband, J.B., and her son, Jake, who is completing graduate studies in Germany. Her family ties take her to many places, and she finds joy in travel, hiking, mindfulness, and exploring new cultures. These experiences reinforce her belief in resilience, balance, and purposeful living.
Jill understands that financial decisions can feel overwhelming—especially during times of transition or loss. Her goal is to create a calm, judgment free space where widows can ask questions, explore options, and move forward at a pace that feels right for them.
“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
Education & Designations
• Certified Financial Planner®, 2006
• Accredited Behavioral Finance Professional®, 2024
• Investment Management Consultant, 2007
• Virginia Tech, B.S., 1991
• Series 7, 63, 24, 51, and Insurance License