Jacquelyn Rueff, a Client Service Specialist at McPherson Financial Group, plays a pivotal role in ensuring a seamless onboarding experience for clients. With a background in Early Childhood Education from the University of South Florida, Jacquelyn brings her passion for learning and helping others into the financial planning world. Her journey has spanned diverse roles, from teaching VPK to managing an office for a nonprofit focused on homelessness in Vero Beach, Florida. After a stint in Las Vegas in bookkeeping, Jacquelyn was invited by Art and Julie to return to Florida and join McPherson Financial Group, where she now thrives in client onboarding, including Fidelity account enrollment and annuity applications.
In her free time, Jacquelyn enjoys spending time with family, her pets Behron and Ollie, and pursuing hobbies such as painting, hiking, and attending live music events. She’s also an avid performer and has participated in numerous musicals at the Vero Beach Theater Guild.
Inspired by her mother, Tracey Rueff, a certified tax professional and business owner, Jacquelyn values hard work and dedication to providing top-notch service to clients. She takes pride in creating a safe space for clients, where they feel comfortable addressing their concerns and confident in their financial planning journey.
Jacquelyn’s advice to clients: “Your relationship with money takes a lifetime of maintenance. Start early, stay consistent, and always keep the big picture in mind.” She is committed to helping clients feel informed and empowered throughout the financial planning process.
Securities offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser
CRS for Prostatis Group LLC as the RIA
Investment advisory services offered through Prostatis Group, LLC. McPherson Financial Group, LLC and Prostatis Group, LLC are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance services offered through McPherson Financial Group, LLC.
The access and use of any product, service or links on this website is subject to the terms of this disclaimer. McPherson Financial Group shall not be liable for any damages arising out of your reliance to any information provided here. The information and materials provided here, whether supplied by a third party websites, marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any product or financial instrument. It does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constitute investment advice, and does not warrant that such information and publications are accurate, up to date or applicable to the circumstances of any particular person.
Any expression of opinion is subject to change without notice and is personal to the author and the author makes no guarantee of any sort regarding accuracy or completeness of the information provided.
Logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.
Alternative investments have unique risks and are not suitable for all investors. Alternative investment products, including hedge funds, commodity hedged accounts and managed futures, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager.
Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor’s interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products can execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets.
1094294-0321
Answer a few short questions so we can route your request to the right department.
