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JACQUELINE M. JACOBSEN

Jacqueline Jacobsen picture 2UNITED STATES OF AMERICA
Vice President – Wealth Management, Morgan Stanley Smith Barney 

 Originally from Northern England, Jacqueline moved to Seattle where she spent 15 years pursuing careers in Nursing and Engineering. Jacqueline is currently the Vice President of Wealth Management for Morgan Stanley Smith Barney in Seattle WA. Ms. Jacobsen has spent much of the last  20 years between Austin and Seattle, where she has worked with high net worth clients live more meaningfully by designing unique comprehensive wealth management strategies. As a vice president of wealth management, Ms. Jacobsen is committed to long-term relationships, and the ability to provide exceptional service by listening to her clients, understanding their needs, aspirations and concerns. Her practice is based on trust. Jacqueline has earned over 12 industry designations including the CFP®, CIMA®, and the CPWA® (Certified Private Wealth Advisor, which is the new designation issued from IMCA). In addition, she was an Adjunct Professor in the MBA program at St. Edwards University in Austin and Instructor for the CFP® program through the University of Texas.   She is currently registered in 19 different states across the United States.