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Compliance Manager

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
Check out our writings

Financial Friction

Blog Posts
Bad Planning Fosters Bad Service
Bad Planning Fosters Bad Service
Think about the last five times you went to a restaurant. Were they reservations for fine dining, a weeknight casual dinner, or a quick fast-food stop? Do you remember how satisfied you were with the service? How would you rate the level of service you received? Your impression of service is shaped largely by the...
Isn’t Everyone A Fiduciary?
Isn’t Everyone A Fiduciary?
Occasionally, I run across a real-life scenario that demonstrates a topic that I struggle to describe by just its definition. That happened to me recently in dealing with a new client. We explain to our clients that we don’t accept commissions and will act as their fiduciary in all matters. I think most clients assume...
Your Hard Work Deserves Better
Your Hard Work Deserves Better
As the year winds down, it’s the perfect time to take inventory of your financial picture and make strategic decisions to minimize your tax burden. It also makes a lot of sense to put a bow on the hard work you’ve put in throughout the year. Year-end tax planning isn’t just about saving money in...
Make a Year-End Tax Checklist (and Check it Twice!)
Make a Year-End Tax Checklist (and Check it Twice!)
The month of November is always a busy one for our firm. We’re meeting with clients to discuss pre- and post-election investment strategies, helping clients satisfy their RMDs from their retirement accounts, but mostly meeting with folks to discuss year-end tax planning. We’ve had dozens of meetings in the past few weeks creating 2024 income...
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Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.