Jodee currently serves as a Financial Advisor at First Commonwealth® Advisors and has been a solid member of the team since the beginning of 2007. Jodee began her career in the investments field in 2002 and particularly enjoys the uniqueness of each client relationship. Her primary responsibility is to advise and guide clients to select appropriate investment strategies that will help them achieve their personal, long-term financial goals.
Jodee’s areas of specialization include retirement and income planning.
Jodee received her Bachelor’s degree from Seton Hill University and her Master’s degree from Duquesne University. Jodee holds an RIA designation. She is licensed and certified in Life, Accident, and Health Insurance as well as holding FINRA Series 7,66 and 31 securities licenses.
First Commonwealth Advisors is a registered trademark used to market various wealth management products and services. Investment management, trust and fiduciary services are provided by First Commonwealth Bank. Certain insurance products are offered through First Commonwealth Insurance Agency, a licensed insurance affiliate. Securities, insurance products and advisory services are offered through Essex National Securities LLC, member FINRA/SIPC and an SEC registered investment advisor. Essex is not affiliated with First Commonwealth Bank.