Jacqueline Martinez, MBA
Private Wealth Manager
Oxford Wealth Advisors, an E.A. Buck Company
Jacquie is a highly analytical, client-focused financial professional with extensive experience across portfolio management, financial planning, and product and market strategy. Her background includes registered representative work, asset allocation, retirement planning, and product lifecycle management, giving her a well-rounded perspective on both client needs and strategic execution.
With a strong foundation in financial analysis and a commitment to precise, trustworthy service, Jacquie brings a thoughtful, organized approach to building and supporting long-term client relationships. Her blend of technical experience and dedication to client care makes her a valuable resource for our advisors and the clients we serve.
Oxford Wealth Advisors, an E.A. Buck Company (OWA), is an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Buck Wealth Strategies (BWS), a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training. BWS, E.A. Buck Financial Services, and OWA are not affiliated with MAS. BWS, E.A. Buck Financial Services, and OWA are affiliated by common ownership.