PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce the addition of Financial Advisor Jacqueline (Jackie) Dufresne in Albany, New York. She was previously associated with Commonwealth Financial Network.
Jackie is joining Pollard Bryan & Carl Wealth Management, a 10-person team led by Financial Advisors Jeffrey Pollard, Senior Vice President/Wealth Management; Raymond Bryan, First Vice President/Wealth Management; and John Carl, First Vice President/Wealth Management.
“We’re thrilled to welcome Jackie to our office in Albany. Her commitment and dedication to providing exceptional service to her clients will be a valuable addition to the Pollard, Bryan & Carl Wealth Management team,” said Charles Millar, Complex Manager. “We look forward to providing the comprehensive resources of a large firm, but within a boutique culture that gives Jackie the flexibility and autonomy to meet client needs.”
Jackie is dedicated to helping individual investors meet their retirement goals, providing education around financial topics to her clients.
Jackie has been active in the industry since 1995 and has been registered since 2001. She holds the Series 7, 63, and NY Life, Accident, and Health Insurance licenses. Prior to joining Janney, Jackie served as a Financial Advisor with Commonwealth Financial Network.
Outside the office, Jackie serves as a Board Member for Head Start of Eastern Orange County and a member of Newburgh Kiwanis.