Jacquelin Medeiros, Director of Operations at Adele Financial Services, has worked in the financial services industry for her entire career spanning over 30 years. She has served as Director of Operations at independent investment firms and has also been in managerial positions at large international investment banks. Her most important focus is with the clients she serves. Her deep understanding of the industry and the needs of her clients ensures that their experience is productive towards their goals. It is most important that a client does not feel rushed and is comfortable to ask questions. She values the opportunity to help them navigate the sometimes-complicated topics with ease. Her skills provide valuable resources during major life events, and she is adept at working seamlessly with other professionals such as lawyers and CPAs to navigate complicated processes successfully.
Jacquelin graduated Cum Laude and President of the Alpha Chi Honor Society from Roger Williams University in Bristol, RI, with a B.A. in Accounting and a Minor in Economics. She has the Series 7, Series 63 and Life, Accident, Health & VA Insurance licenses.
She resides in Lakeville, Massachusetts with her rescue dog Gus, her Siberian Husky Koa and her Siamese cat Hana. Jacquelin is an exhibited and award-winning Fine Art Landscape Photographer and in her free time also enjoys playing tennis, gardening, hiking and spending time with her family.