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Start for FreeJodi Chu
Regional Insurance Strategist @Crump Life Insurance Services
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WORK HISTORY
Regional Insurance Strategist @Crump Life Insurance Services
Palm Beach, FL, US
I support the Palm Beach Market for our Merrill Lynch partner through the journey of estate planning, business succession and charitable giving for ultra high net worth clients. I work closely with the Financial Advisor, CPA and client\'s legal council to craft custom solutions and together we help our clients protect what matters most and maximize the opportunities for tax efficient wealth transfer.
EDUCATION
University of Virginia
Bachelor of Science - BS, McIntire School of Commerce / Finance and Management
The American College
Chartered Financial Consultant (ChFC)
ABOUT JODI CHU
My top priority is to find innovative ways to protect and grow your family wealth, your business, your charitable interests and your income to celebrate your legacy.
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