Jill L. Bourland

Portfolio Administrator

Jill has primary responsibility for client service and portfolio administration. She provides comprehensive client support, which includes responding to client requests and processing account openings, transfers, and distributions.

Prior to joining Montag in 1998, Jill spent eight years in the investment industry as a client service specialist, serving as a liaison between investment professionals and clients.

In her free time, Jill enjoys spending time with her significant other, Will, and their dogs, Lexi and Duncan. She loves Chardonnay, beach trips and cooking and is an avid tennis player.

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