Jaclyn M. Greiner

Jaclyn joined Raymond James following a decade-plus long career at Merrill Lynch, where she started in 2013 after two years working at Bank of America. She is fully registered to purchase and sell securities. She handles all aspects of the team’s client services and administrative duties. She graduated from the University at Buffalo and lives in Corfu, New York with her husband Neil, their three children, Marlowe, Lorelei and Clark, and dog Calypso.

Named as a member of the Forbes “Best-in-State Wealth Management Teams” list, 2023 & 2024
Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 9, 2024. Rankings based on data as of March 31, 2023.

The 2024 Forbes Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.