Jackie Quan
Senior Vice President
Jackie Quan is a New York City–based financial professional with more than 25 years of experience across real estate, law, and investment banking. She brings a disciplined, analytical approach shaped by her background as a credit analyst and her experience managing multi-million-dollar portfolios in corporate banking.
In 2018, Jackie’s professional focus was reinforced by firsthand experiences that highlighted the importance of comprehensive financial protection. After the passing of a family member who left a multi-million-dollar, tax-free life insurance benefit and the disability of another who relied on tax-free income she gained a deeper appreciation for how thoughtful planning can help protect families during life’s most challenging moments.
Today, Jackie works as a holistic financial advisor, helping families and business owners navigate complex financial decisions with clarity, confidence, and a long-term perspective. Her approach centers on protection, planning, and sustainable financial well-being.
Jackie holds FINRA Series 7 and 66 registrations, along with Life, Accident, and Health insurance licenses. She also maintains her New York City real estate broker’s license, allowing her to support clients’ real estate needs when appropriate.
Based in Manhattan and Connecticut, Jackie enjoys pickleball, tennis, and running marathons for charity. She believes in a balanced life grounded in family, meaningful relationships, and the financial freedom to enjoy them.