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Advisory Team

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Jill Pletcher
Senior Financial Advisor & Director of Client Relations

Ms. Pletcher entered the financial industry in 1984 as a Trust Officer for Bank of America. In 1989, Ms. Pletcher joined Boston Safe Deposit & Trust Company where she managed the trust department in their Newport Beach office. In 1993 she joined U.S. Trust Company as a Vice President and Senior Trust Officer where she helped establish a de novo office in Costa Mesa and manage the trust department. Ms. Pletcher brings expertise in both trust and estate planning to aid in her client advising at Concord.
 
Ms. Pletcher holds a Bachelor of Science Degree in Finance from Arizona State University.


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Contact Information

Phone: (800) 497-9400
Email:
cic@cichome.com
Online Contact Form
9811 Irvine Center Drive , Suite 200
Irvine, CA 92618