Our Qualifications
BA Eckerd College Business Management
CFP College of Financial Planning University of Denver
Securities Registrations: Series 7, 24, 51, 63, 65
State of Florida Insurance Licenses:
Life, Variable Life, Health Annuity and Variable Annuity
Jean conducts workshops on various financial strategies and has taught financial planning at NOVA University. She is also a Director on the Financial Planning Association of the Suncoast; and Treasurer for the Financial Planning Association for the State of Florida.