Jacquelyn U. Clark, AIF^®

Vice President, Investments

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Bringing more than 30 years of financial knowledge to the team, Jacque strives to help clients reach their goals by understanding the needs of the high-net-worth individuals, charitable organizations and institutions she serves. Detail-oriented, Jacque is attuned to each client’s unique needs and applies a comprehensive approach to providing financial advice. Whether working with individual or institutional clients, she helps ensure they see where they are today, where they want to be, and designs a plan to help accomplish those goals.

In 2012, Jacque joined Raymond James along with the rest of the team from Morgan Keegan. Prior to the eight years she worked for Morgan Keegan, Jacque spent 12 years at Sterne Agee & Leach, Inc., where she last served as managing director of equity trading. She has participated in many aspects of the financial industry, including institutional sales and trading, working alongside both large and small portfolio managers. This experience benefits her clients as she prudently addresses their long-term goals with custom-constructed portfolios.

Jacque earned the Accredited Investment Fiduciary^® (AIF^®) professional designation, awarded by the Center of Fiduciary Studies and associated with the University of Pittsburgh. Jacque has also earned the designation of Investment Management Consultant from Raymond James. A graduate of the University of Alabama, she holds a bachelor's degree in communications.

A lifelong member of the Hurtsboro Methodist Church, Jacque has served on many boards including chairman of the board of trustees, chairman of the pastor parish relations committee, and the finance committee. She is an alumnae member of the Delta Delta Delta sorority, former member of The Junior League of Atlanta, serving as chairman of the JLA Scottish Rite Hospital volunteer committee, and former board member of the Georgia Securities Association. Originally from Hurtsboro, Alabama, she lives in Hatchechubbee with her husband, Rex.

The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.

Raymond James is not affiliated with any of the organizations listed above.