OUR PRACTICES

The Advisor Group

Generational Insurgence

At Jarrard, we believe that opportunity exists in every moment, and we seize it with joy confidence and hustle. Every day, our colleagues bring this core belief to life through teamwork, trust and individual leadership, achieving the shared win. We achieve this by empowering our team members with the same level of dedication that we bring to our clients.

Our advisors are essential to our work and to our firm. They are the foundation upon which every good team is built and the glue that holds our client teams together. To enable our advisors to thrive and ensure our firm’s standard of excellence continues, we have best practices in place that nurture and guide our advisors through their early years at Jarrard.

The Advisor Group is a supportive infrastructure that creates a consistent experience for colleagues. It provides them with the freedom and time to learn how best to work at the firm.

The Advisor Group is designed to:

Provide a consistent onboarding experience to all advisors and equip them with the tools, knowledge and experience they need to thrive and advance in the firm
Create space for shared learning and comradery
Provide early leadership opportunities, as well as personalized professional development plans to ensure they can grow in their lives and careers

Meet our Advisory Group Team

Kim Fox

Milli Vincent