Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jacqueline provides a comprehensive approach to creating financial strategies for individuals, corporate excutives and business owners. It all begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Jacqueline takes great pleasure in working closely with clients, assisting them in making informed decisions about their future both short and long term. She 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, defined contribution and non-qualified deferred compensation plans.
Jacqueline has worked at Merrill Lynch for the past 10 years.
She is a frequent speaker on investment planning for retirement which has been a primary business focus.
Jacqueline also arranges financing through Bank Of America, N.A. for residential, investment and commercial properties. She leverages the expertise of internal Merrill Lynch specialists to assist clients in pursuing their financial goals.
She received her bachelors degree in Electrical Engineering and MBA, from Rochester Institute of Technology. She also holds Series 7, 63 and 66 FINRA Registrations as well as Life and Health Insurance Licenses.
Prior to joining Merrill Lynch in 2006 she worked at Xerox Corporation for thirteen years.
She enjoys tennis, golfing, reading, biking and the outdoors.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Rochester Institute of Technology
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Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer NMLS # 590004
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.