Jacqueline Rahn
Wealth Advisor
- Role
- Wealth Advisor at Sax Wealth Advisors, Llc
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Jacqueline Rahn
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today\'s changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Experience
Wealth Advisor
Jun 2025 — Present
Skills
- Wealth Management
- Portfolio Management
- Options
- Alternative Investments
- Marketing Strategy
- Hedge Funds
- Investment Banking
- Wealth Management Services
- Equity Research
- Fixed Income
- Bonds
- High Net Worth Individuals
- Money Management
- Corporate Finance
- Wealth
- Social Media
- Investment Management
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