"Jacqui" Jacquelyn Thorsen Email & Phone Number

My role is to provide clients with exceptional personal financial planning strategies, guidance, and support. As an independent professional, I offer clients a transparent view of the marketplace. Walking them thru pros and cons of different strategies and aiding them in achieving success by aligning their wealth, investments, and workplace benefits with personal goals.Areas of Expertise:- Retirement plan strategy and implementation- Personal investment management- Financial education and organization- Tax minimization and estate planning- Executive compensation guidance As the Associate Vice President, I am honored to work on developing successful practitioners and entrepreneurs. Leadership has afforded me the opportunity to contribute to building one of the fastest-growing financial planning organizations in the country. Florida Financial Advisors is the premier financial planning firm for those prioritizing their clients, seeking autonomy in their business, and learning from industry leaders.In my personal life, I am an avid wellness volunteer/enthusiast, a home cook, and a plant mom.Connect with me here on LinkedIn or at jacquelyn.thorsen@floridafa.com; I would love to connect and set up a complimentary meeting and run an in depth diagnostic on your current financial plan!Securities offered through TWS Securities, broker dealer, FINRA/MSRB/SIPC. Florida Financial Advisors is a Registered Investment Advisory firm with the SEC.

Listed skills include Leadership, Appointment Scheduling, Administrative Assistance, Presentation Skills, and 25 others.