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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

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Profile Information

Investment Advisor Representative

Williamson Legacy Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Indianapolis

Indiana

United States

Oct 21, 2025

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