• Jacqueline S. Bartosz

    Senior Registered Client Service Associate

Jackie delivers a high-quality level of administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients, and to ensure they enjoy an extraordinary client experience.

Jackie also supports the business operations of our team, rebalances accounts and provides assistance to the financial advisors in monitoring accounts. She holds Series 7, 63 and 65 securities licenses.

Her duties also include daily account trading, overseeing staff and office workflow, monitoring daily cash flow and incoming funds, and assisting clients with account-related questions.

Jackie has been in the financial services industry for nearly 30 years. Before joining our team 12 years ago, Jackie held various positions at UBS. She earned a bachelor’s degree in graphic communications from University of Wisconsin – Oshkosh

Originally from Fond du Lac, Wisconsin, Jackie lives in Palm Bay, Florida. In her free time, Jackie enjoys traveling with her family.