Jeannie Underwood

Jeannie Underwood is a Regional Vice President with the Institutional Insurance Division at Invesco. Jeannie’s knowledge of financial services, built on 20 years of industry experience, along with her engaging style, have made her a widely sought after keynote speaker across North America.

Throughout her career, Jeannie has taught innovative, solution-driven strategies to Financial Advisors that help enhance and grow their business.  As a trainer and keynote speaker for many industry organizations, she has covered topics such as

• TEAM Dynamics (Using Personality dynamics to help attract and retain clients)
• Storyselling for Financial Advisors (How to take the unknown make it known by using the familiar)
• New Word Order (research based words and language-It’s not what you say, it’s what people hear)
• Your Prosperity Picture (Women and Investing Workshop: A 5 step program to manage your money, design your life, and create your future)
• and many more that provide the best experts, latest research and turnkey training programs to the Financial Advisor.

Jeannie holds her Series 6, 7, 63 and 65 and a B.S. in Finance from the University of Illinois-Carbondale

Jeannie is married with two children and lives in Springfield, IL. In her spare time she is actively involved with her children’s activities specifically dance and ice skating. She loves to travel, collect art, and spend time with family and friends in the outdoors.