Jacqueline Wilson

Senior Client Relationship Associate

Atlanta, Georgia

Jackie provides comprehensive account support to high-net-worth clients, including researching and responding to client inquiries, onboarding new client relationships and interfacing with asset custodian partners. Her additional responsibilities include billing and reporting support, client cash management and maintaining the accuracy of internal programs and systems.
In her nearly 30 years of financial services experience, Jackie has spent much of her career focusing on high-level banking and strategic operations, which has afforded her a strong background in managing trust accounts. Prior to joining the EP Wealth Advisors family, Jackie worked at CornerCap for more than four years after serving at Truist Bank (formerly SunTrust Bank) for 21 years, where she provided accounting support to more than 100 private foundations. This work fueled Jackie’s passion for helping nonprofit organizations succeed in their endeavors. Her interest in finance began at an early age when her first job, as a Data Entry Clerk at a small bank in Virginia, was assigned to her through a Cooperative Office Education (COE) program in her senior year of High School.
Jackie holds a BBA, Finance from Georgia State University and an AA, Business Administration from American Intercontinental University.
Boxing, fitness training, traveling, biking, and spending time with her family are among Jackie’s favorite things. She loves nature and its beauty and takes advantage of it every chance she gets.