CONNECT

Address:

81 Highland Avenue, Suite 200
Bethlehem , PA 18017

Phone:

610-606-0555

Jami Ellis

Jami Ellis

Client Liaison

Jami brings to The Rockland Group – Wealth Management, LLC over twenty years of experience in back office administration in the insurance and technology fields.

 

Within her tenure, Jami has obtained vast knowledge of processes and procedures that she has been able to integrate in her role in the team.  This includes troubleshooting access issues for client accounts, ensuring the highest level of security for data, as well as, maintaining the smooth application of software and hardware releases for client programs while working in the technology field.

 

Being detail orientated has allowed her to excel in management of requests while working as an advocate for the client.  This experience and background coupled with Jami’s ability to problem solve has allowed for her to be a resource to clients. She is dedicated to making the client’s experience a positive one!

 

When not at work, Jami enjoys spending time with her family in the Lehigh Valley where she resides.


Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Rockland Group Wealth Management, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 610-606-0567
Fax 610-606-0577
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck