Jill Harvey (CTO)

Chief Techinal Officer

Jill has just one goal for her clients – the freedom to truly enjoy everything they’ve worked so hard to earn. By helping them coordinate their finances and relieving the burden of managing it all, she strives to help people from all walks of life achieve the financial futures they’ve imagined.

A desire to help people brought Jill to the financial services industry in 2003, and in 2008, she became part of the founding team of Integrated Wealth Solutions. She holds a Bachelor of Science degree in finance from the University of Central Florida, where she also completed the CFP® Certification Professional Education Program. Jill holds several industry credentials, including Series 7, Series 66 and insurance licenses.

36 West 20th Street, 9th Floor, New York,  NY 10011       T   2127925800    F   2127925800   

Compliance number: #AC01- 0098D

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