Jacqueline Mallinson

Although my name has changed due to marriage, I am still a Menna at heart and my aspirations for each client have not changed. This next chapter in life is providing me with more insights on how to assist our clients in creating and implementing their financial plans.

I am a graduate from Wagner College, where I earned a Bachelor of Science degree in Business Administration with a concentration in Finance. On campus I was a member of several organizations including Alpha Omicron Pi, an international Fraternity and Panhellenic Council. I held various leadership positions during my academic career with these groups including, Historian, Social Media Chairman, Vice President of Administration and President. Post graduation I joined the local alumnae chapter to continue the philanthropic pursuits of the Fraternity, in which I currently hold the office of President. This was in addition to my focus on obtaining my financial licenses.

I have earned the Series 6, 7, 63, & 66 as well as hold the Variable Life Accident & Health license. I keep abreast of current regulations in the industry so that I can help provide the best quality services to my clients.

I believe everyone is unique. I keep this in mind when providing financial advice. I endeavor to understand what my client’s needs are, where they are today and where they want to be tomorrow. Together we will set goals and create a plan focused on your needs. I provide services in retirement planning, annuities, life insurance, college planning, 403(b), IRA investments, debt consolidation, mutual funds, and much more. You can’t go back and change the beginning, but you can start where you are and change the ending.