Jill Garvey, CPA, CFP®

Senior Wealth Strategist

“I love helping people - working with clients to solve complicated financial issues and ensuring the successful transition of assets through generations is my passion. As a problem-solver and planner by nature, connecting with the individuals, families, and organizations we serve brings me great joy.”

Jill Garvey, Wealth Strategist

About Jill

For more than 20 years, Jill has created customized wealth strategies and provided counsel to ultra-high net worth clients in business succession planning, wealth transfer planning, estate and income tax planning, and wealth accumulation and preservation.

Jill, recognized in 2021 by Crain’s as a Notable Woman in Banking, is a nationally regarded thought leader regularly featured on CNBC, Bloomberg TV, Fox Business, and other media outlets. Her engaging and personal style helps clients learn how they can help family members, charities, and become good stewards of their own assets.

Valuable Insights

  • Business succession planning
  • Estate and wealth transfer planning
  • Wealth and family governance
  • Comprehensive financial planning

Accreditations

  • BA Accounting, Michigan State University
  • Certified Public Accountant
  • Certified Financial Planner®
  • Michigan Association of CPA Financial Planning Task Force member
  • Trustee – Board for Leader Dogs of the Blind
  • Trustee – Grosse Pointe Farms Foundation

More from Jill Garvey, CPA, CFP®

Recent Articles

Wealth Planning
Read Time: 3 Min
Financial planning resolutions and goals for 2025
The new year is a good time to closely review your portfolio and prepare for future events–planned and unplanned– that could impact your finances.
November 12, 2024
Succession Planning
Read Time: 4 Min
What to know about intrafamily loans
Lending money in any amount to relatives can be a sticky issue, however there are a few steps the parties could take that might help avoid problems while also taking advantage of potential tax benefits.
October 07, 2024
Market Trends
Read Time: 3 Min
How is crypto taxed?
There’s a lot to learn about cryptocurrencies before investing in the ever-evolving digital coin. Knowing the financial ramifications of crypto as an investment could help avoid a big tax surprise.
August 02, 2024
Market Trends
Read Time: 4 Min
What is cash flow planning?
Defining a plan of action around your personal cash flow allows you to be more intentional and effective with your wealth.
April 01, 2024
Estate Planning
Read Time: 4 Min
Get ahead: Gift and estate tax exemptions sunset
Some estate, gift, and other tax cut regulations that could impact you and your family will expire soon. Those highest income earners who act soon could avoid the top rate that will rise to 39.6%.
March 01, 2024
Retirement
Read Time: 4 Min
Overcoming financial fears: One couple’s journey
Worrying about one’s financial future is natural even for high-net-worth individuals. But early and comprehensive planning may help lead to a secure retirement and solid family legacy.
October 10, 2023
Philanthropy
Read Time: 3 Min
Forging a philanthropic legacy
A personal and financial legacy that includes supporting charitable causes can be deeply satisfying and have long-term benefits for others. Achieving those results will require planning and the support of a team of experts.
September 12, 2023
Retirement
Read Time: 4 Min
Preparing for retirement in 5 years
It’s never too late to ready your portfolio for retirement, and if you’re within a few years of leaving the workforce, there likely are still steps you can take to help get the most out of that time.
March 30, 2023
Succession Planning
Read Time: 5 Min
What to know when selling a business
When selling a business, there are many kinds of potential buyers and many ways to structure a sale. But it all starts with your goals.
May 01, 2023

Videos

Senior Wealth Strategist Jill Garvey talked with Bloomberg News about our positive outlook for markets, current risks for investors and why clients “hire us to help them manage emotions around the stock market.”

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Senior Wealth Strategist Jill Garvey appeared on Bloomberg TV to shared our insights on the potential for higher interest rates in the long term and why we’re focused on clients’ balance sheets.

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Senior Wealth Strategist Jill Garvey discussed when the economy may normalize, opportunities we’re seeking for clients, how we’re helping clients maintain purchasing power, and more.

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Podcasts & Radio

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