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Jill E. Bracci
Jill E. Bracci, CFP®
Consulting Group
Vice President - Wealth Management
Investment Management Specialist/
Financial Advisor
Fifth Third Center
110 North Main Street, Suite 1100
Dayton, OH 45402
tel: 937-223-4023
toll free: 800-223-0644
fax: 937-223-4010
Email Me
Welcome Education Services Experience
Welcome

For individual investors:  With 27 years experience, I know that creating the proper financial foundation requires a written plan which is the blueprint to help you successfully meet your goals and objectives.   Let me put that in place for you and your family.

For Charitable/non profit organizations:  Focusing in this market, I use a program that may simplify your allocation process at the same time possibly save you expenses.  Let me show you how I can do this for your organization.
Education and Licensing
  • Consulting Group Associate, 2000
    Consulting Group School of
    Investment Management
  • CERTIFIED FINANCIAL PLANNER™, 1988
    College for Financial Planning
  • Business Administration, 1978
    Bowling Green State University
  • Series 7 - General Securities License
  • Series 63 - Uniform Securities Agent
    State Law Exam
  • Series 65 - Registered Investment Advisor
  • Life/Accident/Health Insurance & Variable Annuity License
Services
  • Wealth Management
  • Estate Planning
  • Retirement Planning
  • Asset Management
  • Lending Services
  • Family Consulting
  • Endowments and Foundations
  • Philanthropic Services
Business Experience
  • 1987 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Dayton, OH
  • 1981 - 1987: Prudential Securities
    Financial Advisor/
    Account Executive
    Dayton, OH
  • Avid Swimmer
  • Black Belt in Taekwondo
Bulletin Board
  • Have you considered consolidating your rollovers in order to diversify your retirement assets? If you would like to learn more, speak with us.
  • Consulting Group's Financial Services and Fiduciary Asset Management programs provide prudent fiduciary management to institutions, both small and large.
  • Nonprofits: Do you have a planned giving campaign? Contact us to receive a copy of our brochure Primer on Planned Giving, A Guide for Nonprofit Organizations.
Jill E. Bracci is licensed in the following state(s): AL, CA, FL, GA, IA, IN, MA, MD, MI, MO, NC, NY, OH, PA, SC, TX, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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