I am committed to building long term relationships based on trust, integrity and excellent customer service. My skills and reputation are at the heart of my business. I want clients to be confident in recommending me to their family and friends. I listen, am accessible, and am dedicated to providing continuting guidance to help clients preserve and grow their capital over generations.
Jacqueline joined Merrill Lynch Wealth Management in June 2011. She graduated with honors from Randolph-Macon College in Ashland, VA, with a degree in economics/business and philosophy and a minor in ethics. In 2014 she obtained her CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planning Board of Standards, Inc. Jackie focuses her career on a multifaceted approach to wealth planning strategies in order to assist clients in aligning their financial lives with their goals, priorities and risk appetites. She is a board member of the Madison, NJ Branch of the American Association of University Women (AAUW) and her sorority's alumnae chapter.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
