Meet Jacqueline

Licensed Financial Planning Expert

After half a decade of working with high profile personalities in the Atlanta Metropolitan area, Jacqueline has returned to her hometown of Pensacola. As an investment advisor, Jacqueline has a rare combination of talents and expertise that allow her to understand your vision, preferences and unique circumstances to develop an overall wealth management strategy that can help meet your needs. Her clients appreciate having a strategic partner to help them simplify the complexity of their finances and create more deliberate decisions that lead to consistent growth, a chosen work/life balance, and protection that provides immutable peace of mind.

Licenses:​

  • General Securities Representative (FINRA Series 7)

  • Uniform Investment Advisor Registered Representative (FINRA Series 66)

  • Uniform Securities Agent State Law (FINRA Series 63)

  • General Securities Sales Supervisor - Options (FINRA Series 9)

  • General Securities Sales Supervisor - General (FINRA Series 10)

  • Life, Health and Variable Annuity Licensed (FL 2-15)