Jackie Prideaux

Lead Advisor | Partner at Brighton Jones

Role
Lead Advisor Partner at Brighton Jones
Location
Seattle, WA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Jackie Prideaux

I am a financial planner who is passionate about being of service, getting creative and helping clients find their intersection between life and wealth. That\'s the short story. Here\'s the longer one: Brighton Jones\' mantra is \"live a richer life\", which means something different to everyone. We gain a deep understanding of our clients\' future goals and current lifestyles - what living a richer life means to them - then build and implement personalized plans. Those plans aligns our clients\' wealth with their values across the full spectrum of financial planning, including investments, taxes, executive compensation, retirement, estate planning, charitable giving, and private investments. I have the privilege of exploring what that looks like with each of the clients I work with. Sometimes that involves trade-offs, getting uncomfortable, and tough conversations. More often though, that involves celebration, seeing goals become reality, and using fun modeling to see what\'s possible. Brighton Jones is a Registered Investment Advisor (RIA) and by extension, a fiduciary. In other words, I can rest my head at night knowing that the advice I give is truly objective, unbiased, and in the best interest of our clients. To top it all off, I serve those clients with the smartest and most caring group of people I have ever known. Long story short: I love what I do.

Experience

  1. Lead Advisor Partner

    Brighton Jones

    Apr 2021 — Present · Seattle, WA, US

Education

  • Marquette University

    Honors Bachelor's of Arts, Economics, International Affairs, French

    2003 — 2007

Skills

  • Financial Services
  • Financial Planning
  • Portfolio Management
  • Investments
  • Community Outreach
  • Business Development
  • Wealth Management
  • Asset Allocation
  • Risk Management
  • Financial Analysis
  • Holistic Financial Planning
  • Retirement Planning
  • Mindfulness
  • Financial Advisory
  • Developing Client Relationships
  • Compassion

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Jackie Prideaux — Lead Advisor Partner at Brighton Jones in Seattle, WA, US | Unifers