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Jacqueline D. Adler,
CFP®

Wealth Advisor

Jacqueline began her career in the financial services industry in 2001. Her professional experience includes wealth advisory roles at Mass Mutual, UBS, TIAA and, most recently, Fidelity Investments. Jacqueline graduated from the University of Arizona's Eller College of Management with a Bachelor of Science in Marketing and holds the CERTIFIED FINANCIAL PLANNER™ certification. After spending 13 years in Santa Monica and New York City, Jackie moved back to her native Phoenix, AZ to spend more time with her family. In her spare time, she can be found walking her puppy on the local trails, taking a dance class or planning her next travel adventure.

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