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Jacqueline McCaffery

Investment Advisor

With over 15 years of investment experience, Jackie offers clients a full range of Wealth Management Services. Her holistic approach to relationship building enables Jackie to match her clients’ needs and wants, with diverse investment strategies.

Jackie started her career in the financial services industry in 1989 with a global banking firm. To better meet the needs of her clients, Jackie moved into the full-service investment planning area within a global financial firm in 2007, where she served as a Vice President and Financial Advisor.

Jackie joined Pinnacle Investments in 2012, where she continues her focus on Wealth Management. Currently Jackie is a FINRA General Securities Rep (Series 7), State Security Agent (Series 66), is New York State Insurance licensed for Life, Accident and Health, and also holds the NYS Long Term-Care Partnership Plan Certification.

A resident of Connecticut, Jackie resides in the Westport with her husband Eben and their children.

Check the background of this investment professional on FINRA’s BrokerCheck.

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