Jill L. Bourland

Jill L. Bourland

Senior Client Service Associate

Jill has primary responsibility for client service and portfolio administration, providing comprehensive support to clients by responding to requests and overseeing account openings, transfers, and distributions. She also plays a key role in planning and coordinating many of the firm's events for both clients and staff.

Before 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 their clients. Her experience and dedication to service have made her an invaluable resource to both clients and colleagues.

Outside of work, Jill enjoys spending time with her dogs, Lillie Grace and Angel. She maintains a second home in the Florida Panhandle, where she spends as much of her free time as possible. An avid tennis player, Jill also enjoys cooking, traveling, and wine tasting.