Jill Israel, MBA, AIF®, CRC®
Financial Planning Associate
When Jill graduated from college with a bachelor’s degree in communications and journalism, many of her counterparts were interested in joining local and national news outlets. Fortunately for our clients who today rely on her analytical skills, extensive financial services knowledge, and years of industry experience, Jill decided to take a different route. She discovered that her passion was in helping individuals and families reach their most important life goals.
Serving as our financial planning associate and director of FlahertyColvin’s Investment Committee, Jill enjoys contributing to our distinct team approach. FlahertyColvin clients don’t have one advisor, but rather a team that gets together, rolls up its sleeves, and considers all facets of the strategies the team brings to the table. “We challenge each other every day to consider new perspectives, anticipate potential pitfalls, and dive deeper with every client we serve. I believe that drives our best results,” said Jill.
Jill is glad she found the financial planning industry and FlahertyColivin. “Helping people manage their money—whether that is providing direction to accumulate it, keeping them informed about strategies to grow it, or developing plans to use it to its greatest potential—allows me to have an impact on people’s lives. That is very exciting to me,” said Jill.
Before joining the team, Jill worked for a large financial services firm. She likes the size of FlahertyColvin because it allows her to get to know our clients and their individualized needs. “It is very personal here. We have more meaningful relationships with our clients. We put ourselves in their shoes and we can relate to the challenges they face. Because we genuinely understand our clients, we can help to keep them moving toward their goals.”
A graduate of Ohio State University, Jill also holds an MBA. She is an Accredited Investment Fiduciary® and a member of the Financial Services Institute. She holds FINRA Series 6, 7, 24, 63, and 65 securities registrations and is licensed in variable, health, and life insurance with the state of Ohio.
Jill is a member of the Bell Choir at Northside Fellowship Church in Westerville, Ohio. Jill and her husband, Dave, live in Galena, Ohio, with their young sons, Alex and Austin, and their Greater Swiss Mountain dog, Charley.