In times like these, we’d like to call attention to those who provide steady leadership in their fields. Recently, Jacqueline Venier was named one of the “Notable Women in Finance” by Crain’s Detroit Business. These notable women were selected because of their community involvement, professional accomplishments, and history of mentoring others.
Jackie is a senior manager with Plante Moran Financial Advisors. She works out of the firm’s Detroit office where she specializes in providing objective advice on investments, estate planning, and wealth transfer techniques for individuals and families. Across a variety of engagements, she leads approximately 20 staff with the goal of giving them the skill sets and experience needed to become relationship managers and, ultimately, partners of the firm. She’s known for delegating challenging work that allows staff to stretch themselves and demonstrate their talent.
PMFA President John Lesser said, “In Jackie’s 14 years at the firm, she’s demonstrated exceptional leadership, business acumen, and work-life balance. She’s smart, impressive, polished, and a pleasure to be around, and she’s been very successful in retaining the next generation of wealth management clients.”
