Jodee currently serves as an Infinex Senior 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 insurance, investments and retirement planning.
Jodee received her Bachelor’s degree from Seton Hill University and her Master’s degree from Duquesne University. Jodee is a registered investment advisor representative and is licensed and certified in Life, Accident and Health Insurance, as well as holding Series 7, 66, and 31 securities registrations.
First Commonwealth Advisors
Jodee is a 2020 Five Star Wealth Manager Award winner. Jodee is also a five time, Five Star Wealth Advisor Award winner-2016, 2017, 2018, 2019 and 2020 an award that is based on 10 objective criteria including education, professional designations, client retention and favorable regulatory history. The Five Star Award was founded in 2003 by Five Star Professional.
Resources for Your Financial Life
State Income Tax: Depends on Where You Live or Work
Here are some interesting facts about state individual income tax rates. Learn more.
Grandparent 529 Plans Get a Boost Under New FAFSA Rules
Grandparent-owned 529 plans are getting more favorable financial aid treatment under new FAFSA rules. Learn more.
On the Lighter Side
Enjoy this complimentary digital edition of Essential Living Magazine for recipes and lifestyle inspiration.
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.