Broker Check

Jackie Ortiz

Jackie has been with the company since 2006. In her role, she provides operational support to 18 brokers, coordinates client meetings, and creates and distributes interoffice communication.

Finding the Balance

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
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16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.
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