Jackie Stone serves as Client Services Associate for Kluge Financial Group. She prepares and processes paperwork for client transactions, maintains customer relationship management database, and schedules and prepares meetings with clients. She also monitors and prepares distributions for IRAs and is the primary contact with the broker-dealer and custodians.
Jackie has worked in the financial services industry for seven years. She previously worked at Citigroup. She earned her BA in Mathematics from Binghamton University, The State University of New York.
Jackie lives in Pleasantville, New York, with her husband Rob and two sons, Jeremy and Owen. She enjoys exercising, hiking, reading, and dining at good restaurants. Spending time with her family is her top priority. She is a member of Pleasantville High School’s parent council and volunteers with a variety of local organizations.