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Jill Marie Carter

Jill Marie Carter

Director of Client Services

Jill Marie has worked in the financial industry for over 20 years, holds Life and Health Insurance licenses and a BA in Psychology from Salve Regina University. Prior to working at Diversified Wealth Management Group, she managed the new business operations of a financial services company across multiple locations. Her current priority is to implement the programs of our financial planners and support our clients' needs.

Jill Marie lives in Summit with her husband and 2 step-children. Her interest in health and fitness led her to become a certified Health Coach of the Institute for Integrative Nutrition.