INFORMATION ON THE FIDUCIARY EDGE - Key Persons
Job Titles:
- Marketing and Communications Specialist
With a passion for professional relationship building and a love for people, Caroline is excited to be part of the Fiduciary EDGE Advisors team as the Marketing and Communications Specialist.
Caroline graduated from Virginia Tech with honors having studied Communications and Consumer Studies. In college, Caroline held many different positions where she was able to build on her passion for working with others and build on her interest in family finances and law. She will help to nourish and grow the network of Fiduciary EDGE Advisors by communicating the firm's values, strengths, and positive impacts to clients near and far.
Caroline hopes to learn from Jayne Di Vincenzo, CEO, about how to be successful in the financial advising field and to learn how to truly help people like Jayne does. She hopes to pursue various certifications in the future that will further guide her on her path to helping more families achieve their goals.
Richard Pinel, Financial Planning and Research Intern, is pursuing his B.B.A in Economics from the Parker College of Business at Georgia Southern University. As a student in the field of Economics, Richard assists the Fiduciary EDGE Advisors team with research and screening of investments.
Additionally, under the guidance of CEO, Jayne W. Di Vincenzo, Richard is also being exposed to multiple facets of the financial planning industry including building financial plans, insurance tools, estate planning strategies, tax efficient investing strategies and more, all while also supporting the team with data input, review and analysis of portfolios using a range of industry software tools.
When not in the office or on campus in class, Richard enjoys spending time in the historic district of Savannah, taking in the vast beauty and history that is the hostess city to millions of visitors annually.
Jeri has over a decade of executive administrative experience in the private equity sector and prior to joining Fiduciary EDGE Advisors was the regional garden and floral purchasing agent for a high-end grocery retail chain. She is also a proud veteran of the Gulf War.
She leads client care, new client on-boarding and a range of organizational and financial administrative tasks.
Jeri holds a B.A. in Economics from Georgia Southern University and is currently pursing her GA insurance license.
Jeri shares her passion for caring for others by volunteering and helping with the needs of senior citizens. In her spare time, Jeri enjoys gardening, antiquing and road trips.
A strong believer in self sufficiency and equality, Jeri finds joy utilizing the tools necessary to achieve goals and impacting the way we think about success and happiness. She has personally found great benefit in attaining goals in her own life, including independently backpacking through Southeast Asia, homeownership of a 1940's bungalow and volunteering abroad.
In her spare time, Jeri enjoys gardening, antiquing and companion care for seniors.
Job Titles:
- Financial Planning Assistant
Job Titles:
- Financial Planning Assistant
Olivia assists the Fiduciary EDGE Advisors' team with investment review preparation, planning research and office administration. Olivia is completing her Bachelor of Science in Finance degree at Virginia Commonwealth University in Richmond, Virginia.