Jackie Goldstick, CFP^®
Jackie heads up the firm’s office in Palm Beach Gardens. Prior to joining the firm, Jackie helped establish the Wealth Management Services Group at William Blair & Company LLC, a prestigious regional investment firm located in Chicago, Illinois. She provided comprehensive financial planning services, including retirement planning, asset allocation and investment analysis, tax planning, education funding, estate planning and cash flow planning for the firm’s high net worth clients and prospects, including individuals, families, trusts and foundations. Prior to her association with William Blair & Company, Jackie worked at a family office, helping to manage and oversee several hundred million dollars in assets across four generations of family members. Additional experience includes several years at Bank of America both in commercial banking and as a Vice President in their loan syndications department and a short time as an auditor at Price Waterhouse.

In addition to Jackie’s list of financial planning credentials and breadth of business experience, she holds a Bachelor of Science with concentration in accounting from the John M. Olin School of Business at Washington University in St. Louis and the designation of Certified Financial Planner™. Her diverse background and experience working with corporate executives, young entrepreneurs, business owners, working families, retiring baby boomers and foundations exemplifies her success and commitment to building practical, evolutionary financial plans tailored to fit each clients risk profile and unique life circumstances.

Jackie is a member of the National Association of Personal Financial Advisors, the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.

Jackie was quoted in Oprah.com’s September 2009 newsletter to discuss staying home on one income. The article can be read here.

Jackie is married to Larry and has two sons, Adam and Corey.