Jodee currently serves as a Senior Financial Advisor at First Commonwealth Advisors and has been a solid member of the team since the beginning of 2007. She 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 specialty include retirement and income planning.
She received her bachelor's degree from Seton Hill University and her master's degree from Duquesne University. Jodee holds an RIA designation, and she is licensed and certified in Life, Accident, and Health Insurance. She also holds FINRA Series 7, 66 and 31 securities licenses. Jodee is also a two time, Five Star Wealth Advisor Award winner-2016, 2017.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.
Infinex and First Commonwealth Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.