Advisor photo for Jacqueline Warner

Jacqueline Warner

Associate Financial Advisor
Client Relationship Manager
Pennington Wealth Management
A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

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  • About Ameriprise

    For 130 years, Ameriprise has been committed to putting clients’ needs first.
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  • How I work

    I provide personalized advice based on what’s most important to you.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Doing Right by Your Future Self

We’re firm believers that hard work pays off — especially when it comes to your finances.

Making the right financial decisions today — from investments to retirement to legacy planning —can profoundly impact what you can achieve in the future. When it comes to providing trusted financial guidance and helping you realize your dreams, Pennington Wealth Management holds itself to a high standard.

You work hard to create the future you want; we work hard to help you achieve it. You can trust we will always keep your best interests at heart.

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Events

November Market and Economic Update

How are recent market events impacting your finances? Join our monthly call and we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.

Have a question? Use the email below to ask by Tuesday, December 10th, and we’ll do our best to address it during the call!

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