Client Service Associate
Jacqueline Waite joined Leveroni Financial Management in 2023. Prior to that, Jacqueline started her career at Fidelity Investments. At Fidelity, she supported financial advisors with solving their client service needs and working within the Fidelity Family Office Services group. After that she spent time working at a local financial planning firm.
Jacqueline holds her FINRA Series 7 and 63 securities registrations with LPL Financial. She earned her Master of Business Administration and Bachelor of Science in Computer Information Systems degrees from Quinnipiac University. Her goal is to one day become a Certified Financial Planner.
Jacqueline lives in Marshfield, MA. She enjoys going to the beach whenever possible, reading, skiing, and traveling.