My mission is to create a pleasant experience every time a client or guest calls or walks into our Waddell & Reed office. I have been greeting our Waddell & Reed clients for 15 years and enjoy the personal relationship I have with them. I also enjoy watching them along with their advisors pursue the goals they have set. Whether it be paying off their house or retiring, it’s inspiring to see that all unfold. I have worked with several different advisors over the years and I have found that the advisors at Waddell & Reed really care about the clients. Always listening to their concerns, needs and dreams while they guide them towards their goals. As a part of the team here in Tacoma I have the pleasure of assisting the advisors in the day to day processes to make this all possible for the clients. I look forward to meeting more new Waddell & Reed clients in the years to come and seeing them pursue their goals and dreams.
I grew up in Huntington Beach, CA (surfer girl LOL). I’ve lived in and traveled the Great NW for the last 38 years. My husband and I have two wonderful kids and a grandson, who we love to spend time with. We enjoy traveling in our 27’ travel trailer and hanging out with friends. I love to garden and enjoy growing my own organic food. I also greatly enjoy spending time, working part time for the Seattle Mariners. “GO M’s”
Jackie acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 03/19