Jeannie Mussa is a Senior Registered Financial Associate and began her career at the firm in 1989. For over 20 years, she worked alongside Senior Vice President and Chief Economist William Hummer, until his passing in 2015. 

With more than 35 years of industry experience, Jeannie has extensive knowledge of the securities and legal transfer process and her commitment to client service is central to the ongoing success of the team. Her attention to detail ensures accuracy and operational efficiency. 

Jeannie began her career in the financial services industry in 1985 and is a fully licensed securities representative with FINRA Series 7, 63, and 65 registrations and a Claritas Investment Certificate. She is also an Accredited Portfolio Management Advisor^SM. As a licensed representative, Jeannie is available to review accounts, make investment recommendations based on the clients’ needs, investment objectives and risk tolerance, enter trades and manage all financial transactions as they arise.

She was raised in Indiana and has a daughter.