Jacqueline A. Antone
As a Financial Advisor with over 30 years of experience, my passion is helping my clients and their families reach their financial goals by providing informed investment advice by using risk control strategies to help grow and preserve their assets so they can achieve their vision for their financial future.
After graduating from Central Michigan University with my degree in Finance, I joined the local 5th Third Bank as Branch Manager overseeing the operation, including mortgages and lending. Recognizing the importance of helping people achieve their financial goals, I became a Financial Advisor in 1993 and worked my way up to managing 8 branches for GE Capital. Continuing my growth as a Financial Advisor, I joined Morgan Stanley where I was a Senior Vice President, until I joined AG Edwards in 2005 which is a predecessor firm to Wells Fargo Advisors.
To continue building my experience and knowledge I also earned the Accredited Asset Management SpecialistTM (AAMS®) designation. I completed the required course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, I passed an end-of-course examination that tested my ability to synthesize complex concepts and apply theoretical concepts to real-life situations.