Jacquelyn Sherman-Herne

Jacquelyn Sherman-Herne

Vice President & Financial Consultant
Services Offered: Financial Consulting
 
Location: Milford, MA
Phone: 508.946.8765
Email: Jackie
Connect on: LinkedIn

Jacquelyn Sherman-Herne is a Vice President and Financial Consultant with RT Investment Services. She has been with the company since November of 2018. Jackie is responsible for evaluating client needs and goals to develop customized, long-term strategies that aim to help build and protect their wealth.

Jackie has worked in the financial services industry since 1989 with another local bank. Prior to joining RT Investment Services, Jackie was Assistant Vice President at The Milford National Bank and Trust Company and a Registered Representative with Infinex Investments.  Jackie received a degree from Mass Bay Community College. She holds her Series 6 and 63 registrations with LPL Financial, as well as a Massachusetts Life, Accident, and Health Insurance License. 

Jackie is an avid photographer and loves using those photos in her scrapbooks.  She also likes to bake and try new culinary dishes for her family. Jackie resides in Milford with her husband David and son Aiden.