Jackie Ekard is a Premier Banker with 23 years of financial services experience. She helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Jackie wholeheartedly believes that by understanding both a client’s resources and what’s most important to them and their family, they can then create a personal financial plan that will give them the confidence and knowledge to tackle some of the most important decisions in their financial life. Her daily goal is to put her clients first and build their trust through high-touch attention, in-depth conversations, and technology.
Jackie holds her Series 7, 26, and 66 securities registrations and her life and health insurance licenses.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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