Jacqueline Hale

Director of Business Development

Jacqueline is a Florida native who started her career in retail banking in 2004, joining Raymond James Bank while she was still in college. There she performed a variety of roles ranging from risk management, compliance, and eventually specializing in internal audit. Jacqueline directed a team of auditors, leading the Bank’s Sarbanes-Oxley testing program, oversight of loan review, and managed several other audits. Jacqueline regularly reported results to the Bank’s Audit and Risk Committee.

In 2018 she transitioned from the Bank audit team to the Raymond James brokerage audit group. There she led audits pertaining to the Private Client Group (PCG). Jacqueline specifically directed audits that covered retail supervision of client accounts and assessed adherence to various SEC and FINRA regulatory requirements.

Jacqueline works with both Collingwood Wealth Management and Master Planners as the Director of Business Development and will be coordinating marketing and social media efforts.

Jacqueline currently resides with her Morkie, Panda, and is a graduate of Eckerd College and the Florida School of Banking. In her spare time, she enjoys cooking, traveling and everything water related.

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Phone: 315-732-2701

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E-mail: [email protected]

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