Jacqueline Budd is a Financial Advisor with Budd Wealth Management, where she works closely with the firm’s leadership to serve individuals and families through thoughtful, relationship-driven financial planning. She is mentored directly by the firm’s Managing Advisor, gaining hands-on experience while supporting the firm’s long-term, multi-generational vision.
Jacqueline holds her Securities Industry Essentials (SIE), Series 7 license through LPL Financial and her, and Series 66 through Independent Advisor Alliance. She earned her Bachelor’s degree from the University of Tennessee and is committed to ongoing professional development within the financial planning profession. She completed LPL Financial’s Advisor Institute in 2024 and has attended LPL’s Focus Conference multiple times to remain current on industry trends and planning strategies.
Education plays a central role in Jacqueline’s approach to advising. She believes financial planning should be both strategic and understandable, helping clients make informed decisions with clarity and confidence. She is actively expanding the firm’s educational outreach through client workshops and webinars designed to simplify complex financial topics and promote long-term financial literacy.
Working within a family-founded firm, Jacqueline values the opportunity to blend tradition with a forward-looking perspective. She is committed to building lasting client relationships grounded in trust, consistent communication, and thoughtful planning, helping individuals and families align their financial strategies with what matters most to them.