Jaclyn Gilbert Email & Phone Number

Houston, Texas, Us

Jaclyn began working for Saxon Financial Group in 2013 and has worn many hats within the organization throughout the years. In the last 3 years, she has transitioned into the role of Financial Advisor and is the Client Relationship Manager for many of our existing clients. Her passion first and foremost lies with helping all people understand the importance of having a roadmap to achieve their financial goals. Jaclyn has three young children and is a firm believer in equipping the future generation with the right tools to be successful and financially responsible.

Houston, Texas, Us

Recognizing the importance of well-informed investors, we make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results.Our team is dedicated to the success of our clients through quality planning and thoughtful advice. We assist clients in mapping action plans designed so they may reach their financial goals. We focus on each client's complete financial picture, from planning for retirement to passing assets on to heirs.​Our ability to add value is based on offering something most others do not, a client experience that is unmatched in terms of communication, service and education. Our clients can expect not only a personalized approach to financial planning, but a professional relationship that they will find enriching and valuable.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Saxon Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

Houston, Texas, Us

Jaclyn joined Saxon Financial Group in 2013 as client relations coordinator. With her educational background and experience with customer service, Jaclyn is committed to working with Raymond James financial advisors and honoring client relationships with the highest level of service. Her responsibilities include daily operations, office administration, client services and compliance regulation.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Saxon Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

St. Petersburg, Florida, Us

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPCFor important disclosure information, please see the "Social Media Disclosure" link in the "Contact Info" section.

St. Petersburg, Florida, Us

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPCFor important disclosure information, please see the "Social Media Disclosure" link in the "Contact Info" section.

Huntsville, Tx, Us