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Jacqueline Venier

Relationship Manager, Senior Associate, CFP®, CPWA®
Detroit Wealth Management

Experience

I specialize in providing objective advice on investments, estate planning, and wealth transfer techniques for individuals and families. I have experience working with clients through liquidity events as well as working with multiple generations of families to develop and implement coordinated strategies for wealth transfer, charitable gifting, and ongoing financial management.

In the more than 10 years I’ve been with the firm, I’ve enjoyed bringing new clients into our practice and helping them navigate significant life events — both financial and personal. I also enjoy mentoring and coaching the next generation of advisors.

I have a B.B.A. in finance from Michigan State University’s Honors College as well as an M.B.A. from the Ross School of Business at the University of Michigan.

When I’m not spending time with clients, I’m with my husband, Tom, our daughter, Vivienne, and our German Shepherd, Doppler. We like to travel and enjoy being outside as much as possible. I’m not much of a golfer, but I enjoy getting out on the course!


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Specializes In

I grew up on a farm and used to show horses competitively.

Additional Thoughts

Growing and preserving wealth: Five key questions
Jacqueline Venier Wealth Management
Article October 26, 2016 2 min read
Market perspectives
Jim Baird Wealth Management
Article December 7, 2018 4 min read
Job creation slows, but unemployment holds steady in November
Jim Baird Wealth Management
Blog December 7, 2018 1 min read
PMFA Special Market Commentary: Equities under pressure
Jim Baird Wealth Management
Video December 6, 2018 3 min watch