Client Concierge

Jean Blackburn

“It takes a village” not only applies to raising a family but also extends to the professional world. In helping people achieve their financial goals, there are numerous components at play, and being a part of that team is truly rewarding. Providing support to both the LeConte team and our valued clients offers the best of both worlds and presents new and exciting challenges every single day.

Jean has been a valuable member of our team since 2013, providing assistance in maintaining our compliance program. With a strong background and dedication to her work, Jean plays a crucial role in ensuring our adherence to regulatory requirements.

Graduating from Santa Clara University with a degree in Marketing, Jean possesses a solid educational foundation that contributes to her effectiveness in her current role. Prior to joining our firm, she gained valuable experience at SunTrust Bank, where she worked for nearly 10 years, providing support to investment managers in the Trust Department.

Jean’s commitment to making a positive impact extends beyond her professional responsibilities. She actively participates in various programs through New Providence Presbyterian Church, primarily focusing on supporting the Youth program. Her dedication to the community and helping others aligns perfectly with our core values at LeConte.

Born and raised in Seattle, Jean now resides in Maryville with her husband, Tim. Together, they have raised two daughters, Jordis and Audrey. Jordis currently attends graduate school at Wake Forest University, while Audrey is enrolled at the University of Tennessee – Knoxville. As they navigate the transition to an empty nest, Jean and her husband embrace new opportunities. They enjoy traveling, spending quality time with family and friends, and making the most of their time on the lake.

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GET IN TOUCHContact Jean

Address
703 William Blount Drive,
Maryville, TN 37801
Phone
(865) 379-8200
Email
jean@lecontewealth.com
Check out our writings

Financial Friction

Blog Posts
The Mutual Fund Turns 100 Years Old
The Mutual Fund Turns 100 Years Old
Every story has a beginning, and this is the story of the mutual fund. Today, they are ubiquitous in 401k plans, with most workers using them to build a retirement nest egg through small investments from each paycheck they receive. These investments are divvied up into various fund accounts, which, in turn, are diversified into...
Turning Tax Return Challenges into Opportunities
Turning Tax Return Challenges into Opportunities
This is a busy time of year in the tax and financial planning world. With the deadlines of taxes looming, my schedule fills up fast with a constant stream of high school baseball games. Between tax season and sports commitments, there’s barely a spare moment from February to April 15th. Many people can relate to...
Automation: Free Your Mind
Automation: Free Your Mind
In today’s fast-paced world, time is precious, and finding ways to reduce stress and worry is crucial. One effective solution is automation, particularly when it comes to managing your finances. Over the past decade, I’ve had numerous discussions with friends and family about simplifying their financial responsibilities. While many express concerns about security, it’s important...
Understanding UTMA Accounts and When to Use Them
Understanding UTMA Accounts and When to Use Them
We recently onboarded a new client that was interested in saving money for his children using an UTMA account. He was familiar with 529 College Savings Plans, but wanted another option for his children to access funds during adulthood if they didn’t need the money for college education. We recommended an UTMA account to help...
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Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.