Associate Investment Advisor
Frost Wealth Management
iA Private Wealth
Insurance Advisor*
Janet joined Frost Wealth Management in 2021 as a Licensed Assistant and achieved her Associate Investment Advisor licensing in 2022. Throughout the licensing process, she has worked tirelessly to expand her financial knowledge and skills.
Janet’s ability to navigate details and communicate effectively have contributed to her success. With her previous experience in financial services and health care, Janet brings a wealth of knowledge in insurance-based protection and enhancement solutions to the team.
Please feel free to contact her with any financial planning, trading, fund research, insurance or tax information questions.