Jill Brown, Certified Paralegal
Director of Operations
Department: Internal Operations
Experience: Operations and financial management since 2010
Education: Associate’s degree in science from Phillips Business College
Based in the Calabasas, California office, Jill assists in all aspects of customer service and helping clients with their financial needs. She assists advisors with preparing paperwork for various tasks related to management, new accounts, changes to existing accounts, and compliance forms.
Jill’s daily tasks include all types of transactions, which include placing trades, billing client quarterly fees, depositing funds and processing distributions to clients. She constantly manages Schwab alerts, prioritizing and passing along to the proper parties.
Jill joined the team in April 2025 when Planned Asset Management became Modern Wealth Management. Jill arrived at Planning Asset Management in January 2023, serving as an operations manager.
She also spent a 12-year stint as an operations manager at the financial firm she was at prior to Planned Asset Management. At that firm, she supervised a team of four processors who serviced four financial advisors. Prior to entering the financial field, Jill was a property casualty agent for 25 years.
Jill and her husband both grew up in Los Angeles, but have recently moved to South Carolina and are loving it there. Since coming to South Carolina, Jill and her husband have taken up pickle ball, walking, sightseeing, and other outdoor activities.