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Jan Potter

Client Service Associate

Jan C. Potter

Client Service Associate

Jan C. Potter is a client service associate at ALINE Wealth. She brings more than 30 years in marketing, media, advertising and event management experience for a varied list of clients.

As a client service associate, Jan's role is to provide comprehensive client service, supporting the ALINE Wealth office functions. She works with the team on opening new investment accounts, applications and other required paperwork/forms for client signatures, and ensures all documentation is accurate, complete and approved. She will assist in the preparation and assembly of client meeting materials and investment performance reports as well as and serve as administrative and operational support to ALINE advisors.

Prior to joining ALINE Wealth, Jan was an accomplished marketing, media and sponsorship/event professional with a strong portfolio of successes contributing to the organizational profitability and brand building for some of the most highly respected industry leaders. Among these American Express Financial Services, LifeLock, Capital One Bank, Warner Brothers, Twentieth Century Fox Film and Stony Brook University.

Jan is a graduate from the S.I. Newhouse School of Public Communications at Syracuse University.

Jan is widowed and raising a teenager in Northport, Long Island along with her Rhodesian Ridgeback, Luna. She enjoys hot yoga, a good book and has traveled extensively for business and pleasure.

jpotter@alinewealth.com
(631) 760-7639

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