Jeanette LoPiccolo, CFP®
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Associate Financial Planner
Jeanette LoPiccolo, CFP®, is an Associate Financial Planner and a member of the Client Service Team at Center for Financial Planning, Inc.® Jeanette helps to provide financial planning analysis and service support for clients.
Since joining The Center team in 2016, Jeanette earned the Series 7 and Series 66 securities licenses and the CERTIFIED FINANCIAL PLANNER™ certification.
While attending college, Jeannette launched her career in retail banking, eventually being promoted to Branch Manager. From there, she was recruited to a large financial services firm where she enjoyed helping clients and their families achieve financial goals. She has been honored several times for outstanding client service. In 2018, Raymond James recognized Jeannette with the Outstanding Branch Professional Award, an honor given to just three professionals from branches nationwide.
Jeanette and her spouse, Tony, live in Farmington Hills with their two shelter rescue dogs. They visit often with friends and family, especially their grandson.
EDUCATION
Bachelor of Science, Finance, Western Michigan University
Licensing & Certifications:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
CFP® Certification Professional Education Program, College for Financial Planning
Series 7 and Series 66 Securities Licenses
The RJFS Outstanding Branch Professional Award is designed to recognize support professionals in RJFS branches who contribute to the success of their advisors and teams. Each year, three winners are selected and recognized during this year's National Conference for Professional Development. To be considered for this award, Branch Professionals must have been affiliated with Raymond James for at least one year and could not have won the award in the past.