In May 2013, Jill L. Ditter began her practice as an Independent Investment Advisor under her business name of JD Wealth Management, LLC. She is a CERTIFIED FINANCIAL PLANNER ™ and began her career in financial services in December 1983. Jill brings over 30 years of experience working with investors who want to make informed decisions about saving and investing for their financial future. Prior to launching her independent practice, Jill served just over 8 years as the V.P., Sr. Account Executive of Fidelity Investments Private Client Group in Palm Desert California. In her role with Fidelity Investments, Jill was responsible for providing high net worth investors with planning, guidance and relationship management. Jill started with a book of approximately 150 investors and 185 million in assets and developed the book to 423 households with over 1 billion in assets. Jill delivered retirement income planning, comprehensive portfolio reviews and estate planning in context of Fidelity’s planning and guidance structure. She served on the National Senior Account Executive Council from January 2009 to December 2012. Jill's proudest accomplishment at Fidelity Investments was to maintain one of the highest loyalty surveys throughout her career. While at Fidelity, Jill actively implemented, and was an active advocate for, practice management activities that supported ongoing communication, client reviews and service to the investors of Fidelity Investments.
Prior to Fidelity Investments, Jill enjoyed a progressive career which included roles as a Financial Consultant, Financial Education Consultant, Regional Sales Director for an annuity company and a Western Regional Manager for Education Services in the 401K market. Jill's background includes individual consultations and public speaking on the topics related to retirement planning and investing.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
JD Wealth Management, LLC
72960 Fred Waring Dr. STE #1
Palm Desert, Ca. 92260
Investment advice and financial planning offered through Gallacher Capital Management, LLC, a registered investment advisor and separate entity from JD Wealth Management, LLC. JD Wealth Management, LLC and Gallacher Capital Management, LLC do not provide legal or tax advice. For all such matters contact your legal or tax consultant.