Jacquelin attended Roger William University in Bristol, Rhode Island, where she was president of the Honor Society. She graduated from RWU with a B.S. in Accounting and a Minor in Finance. She holds her General Securities Registration, Series 63 State Securities Registration with UBS Financial Services along with her Life, Health and Disability insurance licenses. She has 29 years of experience in the Financial Services Industry. Jacquelin oversees administrative and operational activities for all clients. She coordinates the team's wealth strategies for high net worth individuals, families and institutional clients. In her spare time she enjoys travel and is an exhibited Fine Art Lanscape Photographer.
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Registered States:
AZ, CA, CO, CT, DC, FL, HI, IA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VT, WA
