Jacqueline B. Clark

Jackie Bio

After three decades in the financial services sector, it’s the clients who keep Jackie Clark motivated. A natural communicator with a passion for stories who studied English and communications at Eastern Connecticut State University, Jackie took a summer job in the insurance industry and hasn’t looked back since, driven forward by the vision to help others feel secure.

Prior to joining Farmington River Financial Group, Jackie was a key player at other successful Connecticut-based firms. In her current role, she fills two positions, contributing to Farmington River Financial Group as both a portfolio analyst and a long-term care planning specialist. As an analyst, Jackie assists with portfolio review, construction, and maintenance. As a long-term care planning specialist, she discusses longevity and its consequences on clients’ families and finances. Together, Jackie and her clients work to design a plan that aims to meet their possible long-term care needs while remaining in line with their current financial situations. Jackie recently received Certified in Long-Term Care (CLTC), which recognizes that she has the knowledge necessary to help meet clients’ needs in this complex and ever-evolving field.

Assisting clients with everything from college tuition to end-of-life care, Jackie works hard to foster strong, trusting relationships with everyone she works with. Her clients are easily her favorite part of the job, and she strives to provide counsel on all aspects—both financial and emotional—of each client’s unique situation.

A truly passionate professional, Jackie is as likely to be found guiding others at the office as she is in the community. She recently established a 501(c)(3) nonprofit for Middletown High School Crew team and is very active with the Boy Scouts of America as a leader and counselor. When she’s not volunteering, Jackie enjoys the outdoors by hiking with her Labrador retriever, Baxter; supporting her son Ben's crew team and sharing her love of literature with her son Sam, who is currently studying at UCONN.  

Designations and Registrations

 

  • Long-Term Care Planning Specialist (CLTC)

  • FINRA 7, 24 and 63 Securities Registrations