William Jeffrey
LPL Registered Principal
William Jeffrey founded and manages an independent financial services firm dedicated to helping people organize, plan, manage, and maintain financial independence. In 1994, he established his own company focused on building a...
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Janelle Levin
Client Service and Operations Associate
Janelle works directly with clients to provide support, process requests and coordinate appointments; while administering branch operations and maintaining compliance regulations for the office. Her professional experience in the...
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