Jean has over two decades of experience providing financial advisement and wealth management services to a wide variety of clients. She holds a B.S. in Finance from the State University of New York at Albany and a Masters in Business Administration from Iona College. Jean has also completed a series of courses in financial planning at the City University of New York at Baruch.
Jean holds FINRA license Series 7 and 24 and NYS Life, Health, Variable Annuity and Property & Casualty insurance licenses. She is also a Certified Long Term Care Consultant (CLTC) and NY Partnership licensed. In addition, TEG is a Preferred Provider for Omni 403B services to our local public school employees.
Jean’s main goal is to provide credit union members with professional assistance, quality financial products and dependable service. She is a registered representative of NPC of America in FL & NY (NPCOA), and offers advisory services through LEXCO Wealth Management, Inc.
Jean was a recipient of the Hudson Valley Magazine Five Star Wealth Manager Award in 2013 and 2014. She resides in Poughkeepsie, NY, with her husband and three children.
To get started with Jean today, please email her by clicking here.
For assistance or for more information, give us a call at (845) 452-7323. We’ll be happy to help you!
The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. Award candidates are identified by one of three sources; firm nomination, peer nomination or prequalification. Wealth managers were evaluated across ten criteria: (a) Credentialed as an investment advisory representative or a registered investment advisor; (b) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; (c) Favorable regulatory and complaint history review; (d) Fulfilled their firm review based on internal firm standards; (e) Accepting new clients; (f) One-year client retention rate; (g) Five-year client retention rate; (h) non-institutional discretionary and/or non-discretionary client assets administered; (i) Number of client households served. (j) Educational and professional designations. Favorable and unfavorable evaluations are included in the score. Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not: *Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; *Had more than a total of three settled or pending customer complaints filed against them with any regulatory authority or through Five Star Professional’s consumer complaint process; *Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; *Filed for personal bankruptcy; *Been convicted of a felony. Five Star Wealth Managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Scores reflect an average of all respondents and are not representative of any one client’s evaluation. The Five Star award is not indicative of the wealth managers’ future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Five Star Professional is not an advisory firm.