Jancie K. Ivory

Client Relations Team Leader

  • Focus: Client relations
  • Education: Associate’s Degree, Hocking College and Columbus State Community College
  • One of my life goals is to... To spend time traveling and exploring this beautiful world of ours.

Since 2014, Jancie has served as a senior member of the Client Relations Team, where she is responsible for managing and coaching a team of client relations representatives while overseeing account administration, exceeding clients’ expectations and supporting the Wealth Advisory and Investment teams. Prior to joining the firm, Jancie worked as a customer service manager with Fifth Third Bank.

A graduate of Hocking College and Columbus State Community College, Jancie holds associate’s degrees in applied business management and sports and fitness management.

A Hilliard resident, Jancie enjoys spending time with her family, watching her daughter play soccer, running and being outdoors.

Running for days

A few years ago, I ran in a 200-mile race with a team of 11—starting in Madison, Wisconsin, and finishing in Chicago, Illinois. The second of my three individual runs was at night, in the middle of nowhere. Unfortunately, my foot found a hole in the road, which resulted in a badly-sprained ankle.

If I were to stop and ask for help from my team, our entire team would have been disqualified. Not wanting to let my team down as we all had trained and traveled far to accomplish this goal, I decided to push through the pain and continue my run as well as my third leg the next morning.

As much as I wanted to quit, I couldn’t. I was part of a team, and they were depending on me. I value teamwork and commitment, which is why I enjoy doing what I do. I am fortunate to have the opportunity to work amongst a team that is committed to helping and serving others.