Jackie joined Meridian in 2017 from Fidelity Investments where she worked with financial advisors as an Investment Consultant. She was recognized as a leading performer in researching, presenting, and recommending investments. At Meridian, Jackie focuses on careful analysis of client goals and circumstances to create and implement investment strategies in order to achieve those goals. Additionally, she maintains the integrity of Meridian’s portfolio performance software.
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. Jackie is a CFA Level II candidate.
Jackie resides in central Austin with her fiancée, Hunter and their English Springer Spaniel, Finley. Outside of work, she enjoys outings on Lake Austin, live music, and traveling.