Connect Your Money with Your Life

Meet Jackie


Jacquelyn Karen (Jackie) Parsons is a veteran of the financial services industry with over 30 years of experience culminating in her role as Director of Corporate Training and managing Individual Retirement Accounts for a community bank in southern Maryland.

Prior to that she served as the Associate Director of Training and Seminars for the American Institute of Banking in Bethesda, Maryland. This followed her earlier experience working as an Executive Administrator to four regional executives of Citizens Bank of Maryland, a predecessor bank to Truist Corporation.

Jackie currently resides in South Carolina with her husband. They have four children, eight grandchildren and one great grandchild. In her spare time, she enjoys reading, walking on the beach, and volunteering at her Granddaughter’s school.


Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.