Jacqueline is a Certified Financial Planner™ and Financial Planning Specialist with Eagle Strategies, a subsidiary of New York Life. She is responsible for supporting Eagle Advisors through all aspects of the financial planning process. This includes helping advisors to leverage eMoney, assisting in data review, case design, and plan creation. She is also responsible for coaching advisors and providing them with best practices to enhance their financial planning practice. Jacqueline is passionate about taking a holistic approach to planning and determining strategies to optimize clients’ wealth.
Jacqueline has been with Eagle Strategies since 2018 and has over a decade of financial planning experience, with previous roles at Lincoln Financial and LPL Financial. Jacqueline graduated from Boston College with a BA in Economics and was a member of the Division 1 Cross County and Track & Field teams. She is a CFP® practitioner and is FINRA Series 7 and 66 licensed.