Jacqueline provides essential support to both our financial advisors and clients, managing a wide range of responsibilities—from handling service requests to overseeing client accounts. Born and raised in Sarasota, Jacqueline brings a strong sense of community and dedication to her role as a Registered Client Service Associate.
A proud graduate of Florida State University, Jacqueline earned her Bachelor’s degree in Finance, graduating cum laude. She also holds the Series 7, 65, and 63 licenses, as well as the Accredited Asset Management Specialist designation. Her background in finance, combined with her personable nature, allows her to support clients with both professionalism and care. Jacqueline is passionate about building lasting relationships and delivering exceptional service tailored to help clients achieve their financial goals with confidence.
Outside of the office, Jacqueline enjoys attending concerts, growing her collection of vinyl records, and spending time with friends and family. As a lifelong athlete, she also grew up playing basketball and volleyball.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.