Skip to Content

Jacqueline Venier recognized as a “Notable Woman in Finance”

April 30, 2020 In The News 1 min read
Authors:
Jacqueline Venier Wealth Management
Jackie Venier was selected as one of the region’s “Notable Women in Finance,” according to Crain’s Detroit Business.
Confetti flying in the air

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.”

Related Thinking

Group of financial advisors high-fiving and celebrating.
August 1, 2023

PMFA was ranked a 2023 top RIA firm by Financial Advisor Magazine

In The News 1 min read
Business professional in a modern office discussing retirement tips with clients.
July 20, 2023

Dawn Jinsky discusses retirement tips for business owner clients with ThinkAdvisor

In The News 5 min read
Group of coworkers raising hands in celebration.
June 21, 2023

PMFA ranks No. 2 on Accounting Today’s 2023 Top Firms by AUM list

In The News 1 min read