Jacquelyn McCaw

Relationship Manager

Jacquelyn believes that one creates and nurtures long-term, rewarding partnerships with mutual trust and respect. Leveraging her closely-knit team at Oley Kinser Concierge Wealth, alongside the vast resources of Raymond James as one of the largest independent financial services firms in the nation, Jacquelyn finds fulfillment by guiding clients and their families towards achieving their life goals.

“Our team is very fortunate to advise families that have achieved a great amount of success throughout their lives,” Jacquelyn said. “From the initial stages of the relationship, we work hard to genuinely understand what’s important to them and then develop a financial plan to help guide their futures. We tirelessly focus on meeting clients’ financial needs and ensure that they stay on track given all the changes in life and the markets. With a long-term vision in mind, our efforts naturally revolve around taking exceptional care of our clients’ families, while also protecting and building their legacy for generations to come.”

Jacquelyn applies her previous career experience, which focused on strategic marketing, public relations, and communications, to further strengthen the Oley Kinser Concierge Wealth team’s service that is provided to clients. Prior to her career in financial services, she had the unique opportunity to utilize her expertise in various high-end markets including real estate, collectible design, art, and fashion.

Jacquelyn earned her undergraduate degree from the University of Central Florida. She holds her Series 7, Series 66, and SIE Registration, further assisting clients’ needs from a financial planning and portfolio perspective.

Originally from Fort Myers, Florida, Jacquelyn has enjoyed seeing the Southwest Florida community blossom into the beautiful place she calls home. During her time outside of the office, Jacquelyn enjoys expressing her creativity through writing, playing the piano, and designing new recipes. Most importantly, she genuinely enjoys spending time with family, friends, and of course, her beloved beagle Aero.