Planning for the Retirement You Want
Presenter: Jaqueline Sinclair–Parker '89
Senior financial advisor, BAC / Merrill Lynch**
Webinar Date: 08-22-2017

Planning for the Retirement You Want

Whether it's spending more time with the family or a well-deserved change, retirement is something most of can agree on. The challenge is making retirement work economically, and the choices we make every day of our working lives affect the life we want to lead in retirement. More than ever, we all need a plan to make retirement a viable option. Join RIT alumna Jacqueline Sinclair-Parker '89, senior financial advisor with BAC/Merrill Lynch to learn
Jaqueline Sinclair–Parker '89
Jaqueline Sinclair–Parker '89 / Senior financial advisor, BAC / Merrill Lynch**
Jacqueline provides a focused comprehensive approach to creating financial strategies for individuals and businesses. She offers creative strategies and financial advice in areas of retirement planning, wealth preservation, asset allocation, income generating investment, and income distribution to help maintain client lifestyle.
Jacqueline takes great pleasure in working closely with clients, assisting them in making informative decision about their future both short and long term. She has worked at Merrill Lynch for the past ten years. She also arranges financing through Bank of America, N.A. for residential, investment, and commercial properties. She leverages the expertise of internal Merrill Lynch specialists to assist clients in pursuing their financial goals.
Jacqueline received her bachelor's degree in Electrical Engineering and MBA from RIT. She also holds Series 7, 63, and 66 FINRA Registrations, as well as Life and Health Insurance Licenses. Prior to joining Merrill Lynch in 2006, she worked at Xerox Corporation for thirteen years in various positions throughout the value chain at Xerox. She worked as a manufacture engineer, commodity buyer, new business development manager, and Six Sigma Black Belt Engineer.