Business Women's Round Table

Join the BWRT community for an empowering conversation led by Jill Fletcher, CFP®, AIF®, on building a healthier relationship with wealth. This session will explore unique financial challenges women face, offer strategies for holistic planning, and provide actionable resources for investing, giving, and achieving financial peace of mind. Whether you're just starting out or reevaluating your financial goals, this is your opportunity to get inspired and informed.
Speaker: Jill Fletcher, Financial Advisor, Director, Cary Street Partners

Jill has been in the financial services industry for over 8 years. She builds financial roadmaps for her clients ensuring their values are the foundation. Understanding each client is unique, Jill takes the time to get to know each individual and/or family on a personal level to best serve their needs and walk with them in meeting their goals. She enjoys working with clients in all phases of life. She takes a holistic approach to financial planning which helps bring monetary peace of mind to her clients as all aspects of their financial life are incorporated into their plan.

Jill uses each client’s financial roadmap to guide investment decisions in managing their portfolios. She strives to help her clients attain and maintain a healthy relationship with their wealth and has found focusing on their values is the key. Pro-active and consistent communication is what you can expect in working with Jill as she truly values the relationship piece of her work.