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Jacqueline Sheffer
Financial Planning
Merrill Lynch
18 Division Street
Suite 201
Saratoga Springs, NY 12866

Miscellaneous Information:

I would describe myself as persistent. I do not give up! Whether it is in pursuit of the best way to service clients, the community or struggling to cross the finish line of my latest running goal with a PR (personal record). I thrive on action and taking care of others.

I have been in the financial industry for over 24 years, currently as a Financial Advisor with Merrill Lynch bringing a career’s worth of wealth management experience. I am joined by my business partner, Brad Wagner, and our highly accomplished Registered Client Associate, Jamie Zamani. Our primary goal is to take care of individuals and their families. Taking care means getting clients what they want and, more importantly, what they need. We focus our time and attention on helping others achieve and maintain financial well-being. Our planning process, investment philosophy, and our purpose differentiate us. Our purpose is You.


  • I am the Co-Chair of the Capital Region Chamber's Women's Business Council Program Committee.
  • I received the recognition in 2011 of Woman of the Year from the Leukemia & Lymphoma Society for raising over $50,000 in memory of my cousin.
  • I have the honor of being the mother of my son, Jesse, and wife to my husband Chuck.


  • You are looking to work with a dynamic financial services team and would benefit from the ability to simplify your financial life.
  • You would like to be connected to anyone in my network.
  • You have a passion for serving your community and Impact Investing.
  • You love running.

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