Jocelyn Theodore
Jocelyn Theodore

Jocelyn Theodore, FPQP™

Senior Client Services Specialist


  • Financial Paraplanner Qualified Professional (FPQP)

Community Involvement

Volunteering within my community and within my faith community.


“Each colleague and client interaction should be approached with the utmost respect and importance – fueling positive growth within every relationship.”


“I enjoy spending quality time with my family and friends, being active, exploring new restaurants, and traveling.”

Special Expertise

  • Relationship management
I can be reached at or 603.223.2710.