Client Relations Manager

Jillian B. Crouse

"No matter how big or small — every client interaction makes an impact. My focus is to make those interactions seamless and results-driven to benefit our client's needs."
— Jillian B. Crouse

Jillian is the Client Relations Manager at Kingston Wealth Management Group. She is responsible for expediting account service issues, managing client requests, and overseeing money movement and withdrawals — the day-to-day operations that keep our clients' financial lives running smoothly.

With five years of experience in financial services, Jillian brings both technical knowledge and genuine care to every interaction. Prior to joining Kingston, she served as an Elite Services Specialist at MML Investor Services, a broker-dealer and RIA subsidiary of MassMutual.

Jillian earned her bachelor's degree from the University of Connecticut. She is also Life, Accident, Health Insurance licensed and a state-appointed Notary Public.

Experience 5+ years in financial services

Insurance Life, Accident, Health

Education University of Connecticut

Notary State-appointed Notary Public

Outside the office—

Jillian enjoys traveling, staying active, and spending time with friends and family.

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