Senior Operations Specialist
Education
Adam State College
Series 7 and 66
Series 7 and 66
Interests
Spending time with family and friends
Bocce
Festivals and fairs
Bocce
Festivals and fairs
Biography
Jacquie began her career in the financial industry with Merrill Lynch in 1992. During that time she achieved her Series 7 and Series 66 licenses. With 30 years of customer service and client onboarding, Jacquie has developed lifelong relationships with clients and colleagues. She finds great satisfaction in assisting others with their financial needs.
After raising her two daughters and seeing them through college, Jacquie made the decision to move to Colorado. She found herself with the unique opportunity of working with Fiduciary Financial Group and being able to personalize her relationships and skills with clients to a much higher level of service.
Jacquie’s priority is to create impactful and lasting relationships with the clients of FFG by providing exceptional client care and world class service. She is confident in her ability to drive satisfaction and deepen relationships.
Core Beliefs in Serving Clients
We are here to help, guide and provide. We might not always have the answer but we will get it.
Contact Info
e-mail: jrowe@ffgwealth.com
Phone: 208-957-6922
Primary Location: Alamosa, CO