Jacqueline provides a extensive approach utilizing Personal Wealth Analysis (PWA) by creating financial strategies for individuals, corporate executives, and business owners. It all begins with listening to a client’s needs and helping to ensure every strategy is grounded in the understanding of each client’s objectives. She takes great pleasure in working closely with clients, assisting them in making informed decisions about their future, both short and long term. Jacqueline offers creative strategies and financial advice in areas of retirement planning, wealth preservation, asset allocation, income generating investment, income distribution, corporate benefit programs, including equity compensation, defined benefit, and defined contribution and non-qualified deferred compensation plans.
Jacqueline has been part of the Merrill Lynch Wealth Management team for the past 16 years.
She is a frequent speaker on investment planning for retirement which has been a primary business focus throughout her career.
Jacqueline also coordinates financing though Bank of America, N.A. for residential, investment and commercial properties. (NMLS ID 578875.) She leverages her access of internal Merrill specialists to assist clients in pursuing their financial goals.
She received her bachelor’s degree in Electrical Engineering and MBA from Rochester Institute of Technology. She also holds Series 7, 63, 66 FINRA Registrations as well as Life and Health Insurance Licenses.
Prior to joining Merrill Lynch Wealth Management in 2006, she worked at Xerox Corporation for thirteen years.
Jacqueline enjoys tennis, golfing, reading, biking, and the outdoors.
Community Service Statement
Jacqueline follows the deep-seated Merrill tradition of participating in service to the surrounding community. Her belief in the importance of giving back to the community drives her interest in volunteering her time with several charitable organizations.
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.
