Uniting Wealth Partners has strengthened its leadership team with the recent addition of Director of Operations Jill Rakowski. Jill brings extensive experience in the financial services industry where she has managed compliance, risk governance, technology platforms, and operations procedures for more than two decades.
Most recently, Jill spent close to 20 years leading operations for asset management firm Knowledge Leaders Capital, where she developed and implemented risk assessments, managed financial and accounting reports, served as head of human resources, and created procedures to ensure regulatory compliance.
“As we continue to build out the support and resources we provide for our advisors, we look forward to benefitting from Jill’s expertise in all areas of operations,” said Uniting Wealth Partners Co-founder and Managing Partner John Phoenix.
Learn more about Jill here and connect with her on LinkedIn.
About Uniting Wealth Partners
Uniting Wealth Partners is a registered investment advisor (RIA) offering a differentiated, exclusive model for advisors. Founded by industry veterans to be owned and run by advisors, Uniting Wealth Partners provides top advisors with comprehensive support and resources to facilitate their growth, maximize their firm’s value, and design a succession plan on their terms. Advisors with Uniting Wealth Partners take a holistic approach to client service, offering comprehensive financial planning, wealth management, banking and lending, insurance, trust and estate, and business valuation and M&A services. Learn more at unitingwealthpartners.com.
Uniting Wealth Partners, LLC (“UWP”) is a Registered Investment Advisor (“RIA”). UWP provides investment advisory and related services for clients nationally. UWP will maintain all applicable registration and licenses as required by the various states in which UWP conducts business, as applicable.
