Jackie Waterland

Client Relationship Manager & Portfolio Analyst

|

Jackie joined Meridian in 2017 from Fidelity Investments where she worked with financial advisors as an Investment Consultant. During her time there, Jackie was recognized as a leader among her peers, specifically in researching, presenting, and recommending product solutions to help financial advisors achieve their clients' goals. She uses those skills now to provide an extraordinary level of service and careful investment analysis to Meridian clients.

Before moving to Dallas to join Fidelity, Jackie graduated from the University of Texas at Austin with a Bachelor of Business Administration in Finance with an emphasis on energy project modeling and risk management.

When not busy helping clients, she enjoys spending time on Lake Austin, going to concerts, and exploring new restaurants.

Advising
our team and our firm