Jacqueline Gibbs

Jacqueline Gibbs

CERTIFIED FINANCIAL PLANNER™

Phone: 502-451-0600
Fax: 502-473-1721
E-mail:
 

Jacqueline Gibbs has served in the financial services industry since 1984.  Today she is an independent financial planner associated with KFG Private Client Services, LLC. She provides  financial and estate planning for many of Kentucky’s most prominent citizens.  Additionally, she has done executive benefits analyses and planning  for various corporations and non-profit organizations in the Louisville area. Working as a Certified Financial Planner™ Practitioner, Jackie did personal financial planning for highly compensated corporate executives at Coca-Cola, BellSouth, Kodak, et al.  She now specializes in helping her clients coordinate and implement comprehensive financial planning in order to achieve their financial objectives. Her goal is to coordinate all areas of a client’s financial situation, seeking to optimize the use of their dollars and minimize their taxes. In addition to graduating Magna Cum Laude from Georgia State University with a B.S. in Finance, Jackie is a Licensed Agent for Life, Health, Variable Life and Variable Annuity Insurance in Kentucky.  She is also a Registered Representative with Private Client Services, LLC., holding FINRA Series 7 and Series 66 registrations. She is an Investment Advisor Representative (IAR) and manages the investments for the Lyndon and Helen Schmid Foundation.  Jackie is a member of The Financial Planning Association, the Estate Planning Council of Louisville, and is on the Board of The Community Foundation of Louisville.  She also is a member of St. Francis in the Fields Episcopal Church.

Securities and Advisory Services offered through Private Client Services, LLC,. Member FINRA, SIPC, a Registered Investment Advisor