Broker Check
Janet Elder

Janet Elder

RMD SPECIALIST AND COMPLIANCE ASSOCIATE

Janet Elder specializes in managing and monitoring investment portfolios. She is responsible for the research and recommendation of investment vehicles such as securities and mutual funds. Ms. Elder constructs portfolios that match the client’s needs and risk tolerance. Janet completed the coursework for the Certified Senior Advisor Designation. She is a graduate of Phillips University where she earned a Bachelors of Science. Ms. Elder served on the Board for the Montrose Chamber of Commerce and was a member of Altrusa, a community service organization.