2015 Advisor Network Summit

Financial Planner
Legacy Asset Management, Inc.
Jillian Nel is a Certified Financial Planner (CFP) professional and a Certified Divorce Financial Analyst for Legacy Asset Management in Houston, TX. Jillian was hired by Legacy Asset Management in 2011 to open and direct a financial planning practice for the firm. Jillian provides comprehensive financial planning and risk management to individual clients, business owners & their families. She also provides consulting and advisory services for the Qualified Retirement Plan practice of the firm to business owners, plan administrators and participants. Jillian has a passion for education and the empowerment it provides to both clients and the general public. She regularly speaks at financial planning seminars and employee educational meetings on risk management and its critical role in the success of any goal setting or financial planning scenario. She is also an instructor of Retirement Planning & Employee Benefits at Rice University’s CFP certification program at the Glasscock School for Continuing Studies.