CoverProfile

Jill Mcvey

Co-Founder & Principal

Bellevue Asset Management

United States, Washington, Bellevue

About Me

Jill has worked in the securities industry since 1986 and also came from Oppenheimer and Co. Having been both Series 7 and insurance licensed, she has extensive experience in servicing a client’s financial needs from multiple perspectives. Her current areas of expertise include fixed income analysis, estate, trust and tax planning. She holds a B.A. in History from Abilene Christian University.

Profile Information

Co-Founder & Principal

Bellevue Asset Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Bellevue

Washington

United States

Aug 5, 2024

Work Experience

Bellevue Asset Management

Co-Founder & Principal
Jun 2003 - Present
Email: jillm@bellevueasset.com

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