Jackie Waterland

Client Relations and Operations Associate

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Jackie joined Meridian from Fidelity Investments where she worked with financial advisors as an Investment Consultant. During her time there, Jackie was recognized as a leading performer among her peers, specifically in researching, presenting, and recommending mutual funds that met with management’s target goals. She uses those skills now to provide an extraordinary level of service 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 is happy to be back in the city she loves and enjoys walking Lady Bird Lake, going to concerts, and exploring new restaurants.

Advising
our team and our firm