Jacqueline A. Waite, CFP

®

Financial Planner
jwaite@atwaterwealth.com

Jacqueline Waite joined Atwater Wealth Management in 2024 as a Financial Planner. In her role, she partners with the team and clients to create customized financial plans that reflect their individual wealth management objectives. She takes a comprehensive approach, weaving together retirement planning, risk management, tax optimization, and estate planning to help clients navigate their financial journeys in pursuit of long-term success.

Before joining Atwater Wealth Management, Jacqueline gained exposure to financial planning and working with clients at Fidelity Investments and several boutique wealth management firms, where she honed her expertise in comprehensive financial planning. She holds Bachelor of Science and MBA degrees from Quinnipiac University and is a CERTIFIED FINANCIAL PLANNER® professional.

Jacqueline is a member of the Financial Planning Association. Outside of her professional life, she enjoys skiing, traveling, and spending time at the beach on the South Shore.