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Jacquelyn Cole

Jacquelyn Cole

Financial Paraplanner

Jackie joined Beene Wealth Management Group in the spring of 2023. She has a background in various roles from Institutional Retirement & Trust account servicing, Private mortgage banking, and even starting an Oil & Gas Investment consulting business. As Securities Assistant, Jackie communicates with prospects and clients, handles a wide range of administrative tasks to support the operations of financial advisors, researches inquiries, prepares reports, and maintains compliance with regulatory requirements. She is also head of marketing at Beene Wealth Management Group. In her spare time, she enjoys spending time with her family, traveling, and gardening.