Jeannie is dedicated to making sure the individuals and families we serve enjoy an exceptional client experience. She wants everyone to be comfortable contacting us for any reason and makes each interaction a pleasant one.
Jeannie monitors all administrative functions. Typically, everything runs smoothly for our clients but when it doesn’t Jeannie is there to put things back on track. She has earned the nickname The Magic Jeannie for her problem-solving skills.
“I love working with clients. I have been working in this industry for more than four decades. This career has given me the experience and also the gratification when I can reduce clients stress assisting them with their unique needs.”
She began her career in 1978 at Wheat First Securities. In 1983, she joined Kidder Peabody, where she was the sales assistant to the branch manager. In 1992, she moved to PaineWebber to work with Claudia Bellars, and they have worked together ever since.
Jeannie is a Hampton Roads native and lives with her husband, David. In her free time, she enjoys boating, reading, and spending time with her family.
