CoverProfile

Jeanette McCormick

Investment Advisor Representative

Williamson Legacy Group

United States, Indiana, Indianapolis

About Me

Jeanette has been in the financial services industry since 2001. She first began her career with Merrill Lynch and then moved to First Union Securities, a legacy firm of Wells Fargo Advisors. After a brief time with Raymond James in 2008 she came back to Wells Fargo Advisors to work with the Williamson Legacy Group in 2010 and remained there until the team went into private practice as a Registered Investment Advisor group in 2021. Jeanette has her Series 65 investment advisory license along with a life insurance license that includes a focus on long term care. Jeanette earned a Bachelor of Science in Business Management at Purdue University and grew up in Westfield, Indiana. Jeanette and

View more

Profile Information

Investment Advisor Representative

Williamson Legacy Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Indianapolis

Indiana

United States

Jan 10, 2025

More profiles to browse

OW
Owen Williamson
Investment Advisor Representative and Financial Advisor
DP
Don Phelan
Investment Advisor Representative
Profile Photo
Ben Hecht
Financial Advisor and Investment Advisor Representative
Profile Photo
Joe Williamson
Chief Executive Officer

You Might Like

Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial