Updated: Aug 25, 2021
We founded Ascend Advisory Group on the belief that planning should be about stewardship. We work each and every day to help ensure the mission for each client’s dollar is achieved, with trust being at the forefront. In aid of that mission, we are pleased to announce that Jackie McNeely has been promoted from within the company to the role of Branch Office Manager. Jackie’s background in Compliance and Supervision makes her the perfect fit for the role. Jackie has worked in the financial service industry for two decades and with Ascend since 2018. Since her first day in the door at Ascend, Jackie has solidified her role as a leader and has become a strong pillar within the positive culture of our company. Jackie holds her Series 7, 66, Ohio Life and Health license as well as the Series 9 and 10 registrations, which tests a candidate’s ability to supervise investment management teams.
Jackie’s responsibilities will be vast, but with the majority focus on keeping Ascend ahead of the curve with the ever-changing regulatory environment.
In the coming days, current account holders will receive correspondence from Wells Fargo Advisors regarding this change. Per regulatory requirements, a branch office manager must be added to each account for supervision purposes only. Please rest assured, there will be no change to the management of your accounts as we are still the same team that has been serving and enjoying meaningful relationships with you. We feel that with this addition to our leadership and growth of our team, that we are better positioned to serve you and those you care about for decades to come.