Jill Whittredge

Jill Whittredge

QPA, QKA, CPC, ERPA, CPFA, ChFC®, AIF®

Jill is an investment advisor with BDS Financial Services and joined the company in 1987.

She received her BBA in management from the University of Massachusetts, Amherst, Isenberg School of Management, cum laude.

She is a member of the National Association of Plan Advisors (NAPA) and received her Certified Plan Fiduciary Advisor (CPFA) designation in 2016.

Jill became an Accredited Investment Fiduciary® (AIF®) with Fiduciary360º in 2011.

She earned her Chartered Financial Consultant® (ChFC®) designation from The American College in 1993. She obtained her FINRA registrations for mutual funds and annuities in 1996 and her life and variable insurance license in 2007. She is an Investment Adviser Representative (IAR) with Commonwealth Financial Network®.

Jill has been named to the National Association of Plan Advisors (NAPA) Top Women Advisors list in both 2015 and 2016. The Top Women Advisors list was created by NAPA to recognize the growing number of women who are making significant contributions to the retirement plan industry.

2015-2016 NAPA Top Women Advisors, created by NAPA, Presented in October 2016 for the previous year. 191 Advisors were considered, 110 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. Click here for most recent award information.

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