Brian Reynolds CFP®, AAMS, CAP®
4011 WestChase Blvd, Suite 100
Raleigh, NC 27607
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Jaclyn Wilson

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Jackie was born and raised in New York. She moved to North Carolina in 2006. Her family includes her husband Brandon who is employed by North Carolina State Athletics and her toddler daughter Lyla.

Jackie enjoys spending her free time with her family, attending North Carolina State sporting events, running outdoors and attending live music events. 

Jackie started her career in the financial services industry working for a life insurance brokerage firm in 2009. Several years later, she assumed a role for a local Credit Union as a Registered Sales Assistant in 2013. She most recently served as a Financial Advisor from 2015 to 2018 for the same organization where she worked with a variety of clients from young professionals to retirees.  Jackie has extensive knowledge in the financial planning, investment and insurance industry and enjoys any opportunity to grow her understanding of the ever-changing financial landscape and work with clients.

Jackie is an Associate Advisor to Brian Reynolds, CFP in the Raleigh Durham Sagemark/LFA office.

Jackie attended courses at Jamestown Community College and SUNY Fredonia in Western, NY. She currently holds her Series 6, 7, 63 and 65 registrations.