Jeannie Turvey is a wealth client service professional based in Devon, PA.

Jeannie provides operational and client service support across a wide range of activities, including calendar coordination, office logistics, and record maintenance. She works closely with clients and advisors to assist with account administration and serves as a responsive point of contact for client inquiries, helping address account-related needs in a timely and organized manner. Her role helps ensure smooth day-to-day operations while maintaining adherence to established processes.

Jeannie began her career at Merrill Lynch in 1983 in the transfer department, and years later she advanced to the operations department. In 2026, she joined CAPTRUST when Stillwater Capital Advisors joined the firm.

Outside of work, Jeannie spends time with her family and friends.