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Jewell W

Series 63, Series 65

Virginia Beach, VA

Centaurus Financial, Inc.

Jewell Willis is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Centaurus Financial since 2007. Willis also owns and instructs workshops for Federal Employee Benefit Advisers, providing employee benefit training seminars to federal agencies. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm provides financial planning, portfolio management, and retirement-plan consulting through a variety of platforms and employs both discretionary and non-discretionary management approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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