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Jackie Stafford

Sr. Client Service Associate
Education and Credentials
Villanova University
B.S. in Marketing
Book a Complimentary Consultation

Jackie serves as a Client Service Associate at SteelPeak Wealth, bringing a blend of operational experience and a deep commitment to customer service. Her professional journey is rooted in a "client-first" philosophy, developed over twelve years of combined experience in wealth management and retail operations. Jackie is a graduate of Villanova University's School of Business with a BS in Marketing.

Originally from New Jersey, Jackie now embraces the active lifestyle of Santa Monica. She can be found enjoying the beach, practicing yoga, or on the hiking trail. She is a lover of the arts and looks forward to time spent traveling with her two children.

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Career Highlights
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Schedule a Meeting with
Jackie
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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Curtis Cooper
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Ryan Saidi, AIF®
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Kim Zajic
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Patrick Oliver, MST, EA
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Tony Walsh
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Alexandra Miller
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Lioness Ebbay, Esq.
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JP Tran
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Ethan Ashbrook, CFP®
Associate Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
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Brandon McAuslen
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Director of Advisory Services
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Senior Tax Consultant
Kiras Persky
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Bradley Triana
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Jonathan Sheen
Junior Portfolio Manager
Katherine Neto, AWMA®
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Samantha Orellana
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Bardia Maghami
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Brendan Finneran
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Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Charlotte Perkinson
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Cecilia Umbel
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Michael Nader, EA
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Wyatt Gibson
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Jason Hart
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Lisa Tashtchian
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