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Jacqueline W

Series 66

Chicago, IL

J.P. Morgan Securities

Jacqueline Wilson is a Financial Advisor with Merrill Lynch Wealth Management. She provides personalized investment strategies and proactive financial guidance to help clients protect and preserve their wealth while pursuing short-, mid-, and long-term financial goals. Jacqueline serves as a resource for a range of financial needs including general investing, retirement planning, and saving for unexpected expenses, as well as connecting clients with Bank of America specialists for banking, credit, home financing, and small business solutions. With expertise in areas such as education planning, employee financial health, personal retirement planning, special needs planning strategies, women and wealth, and retirement income, Jacqueline helps busy professionals and families make informed financial decisions that align with their priorities. She is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA), focusing on simplifying complex financial challenges to keep clients' long-term goals within reach. Jacqueline earned a High School Diploma from Gary Comer College Prep and attended Saint Olaf College and Lindenwood University. She is involved in the community through her participation with Breakthrough T1D. Outside of her professional life, Jacqueline enjoys basketball, cooking, music, reading, spending time with her family, traveling, and watching movies.

General retirement planning Retirement income strategy Income planning College savings (529s, UTMA, etc.) Planning for children with special needs Executive Founder/Business Owner Young Families Women Professionals
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