Jill H. Beebee Barclay serves as the Office Facilitator at the Center for Wealth Preservation, bringing 18 years of administrative experience to her role.
After studying at the Fashion Institute of Technology and SUNY New Paltz, Jill built her career in support services across two library systems. Most recently, she was the Head of Support Services at Babylon Public Library, where she developed expertise in front-office management and creating welcoming environments for visitors.
When the opportunity at CWP emerged, Jill recognized that the position aligned perfectly with the skills she had cultivated throughout her career. Her transition to the financial services industry allows her to apply her extensive experience while embracing new challenges.
Jill balances her professional responsibilities with her dedication as a wife and mother. She values being available for her family while maintaining her commitment to excellence in the workplace.
Beyond the office, Jill expresses her creativity as a member of the Firefly Artist Gallery in Northport. Her organized approach, punctuality, and friendly demeanor create a positive first impression for clients visiting CWP.
With her passion for service and welcoming nature, Jill looks forward to contributing to the team's success and supporting clients on their financial journeys.
CRN202804-8598630