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Wealth Services

  


Jill Vanderzel
Investment Executive
616.394.9116
jill.vanderzel@cw-advisors.com

Jill Vanderzel is the Investment Executive at Paragon Bank & Trust.  She has lived in the Holland area for over 20 years.  Jill holds General Securities registrations 7 and 63 as well as other life, health and variable insurance licenses. 

Before joining Capitol Wealth Advisors, Jill previously worked with Edward Jones Financial for 7 years.  Additionally, she has 10 years of banking experience prior to Edward Jones.  Her approach to clients is overall wealth management to help them plan for their future by managing risk, income needs and both short and long-term goals.  She has been married since 1979 and has three children along with five grandchildren.

 

PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member NASD/SIPC. Securities and insurance products offered by PRIMEVEST: * Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.


View PRIMEVEST privacy policy and other important information.


Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

* For a comprehensive review of your personal situation, consult your Tax Advisor. Neither PrimeVest, nor any of its representatives, may give tax advice.

Mutual Funds, Variable Annuities and UITs are sold by prospectus. Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. A prospectus is available from an Investment Executive. Please read the prospectus carefully before investing.


 
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