Jillian Gallozi
Jillian Gallozi Senior Client Service Associate

Throughout her career in financial services, Jillian has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the high level of dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner. Jillian also greatly assists our financial advisors and plays a key role in preparing reports, processing documents, and handling administrative duties.

Before joining our team in September 2023, Jillian was a Client Service Associate at Morgan Stanley and a Client Service Associate at Ameriprise Financial Services. She studied Interior Design during her four-year attendance at Michigan State University.

Originally from Utica, Michigan, Jillian lives in Clarkston with her three children, Faith, Mason, and Kaden. In her free time, Jillian enjoys spending time with friends and family, riding her E-bike, attending concerts, and cheering her kids on during their athletic events.