Jacalyn Murray
Wealth Management Advisor
HUB Retirement and Wealth Management
Background
Though Marketing was her major at Bryant College in Rhode Island, Jacalyn always knew she was going to focus her career in the financial industry. “I knew my creative and communication skills could help build trusting relationships with my clients,”
An intro job in sales eventually led to Wall Street and a 30+ year career as a Financial Advisor. Since 1980 she has been navigating the ever-changing landscape of investment work, seeking the best solutions for her clients. “My goal is to educate my clients and give them clarity surrounding their relationship with money. By actively listening and partnering with them in the planning process, I can help them create a realistic personalized plan for both their family and their business.”
The designation that follows Jacalyn’s name is a testament to her passionate dedication to professional growth. She maintains her Chartered Special Needs Consultant (ChSNC) designation, which highlights her expertise in financial and estate planning for individuals with special needs and their families. “There is a growing demand for this niche service for our BLS clients.” But probably her biggest source of pride is her longevity in the financial industry and her ongoing career satisfaction. “Being a trusted resource to people is gratifying.”
Jacalyn is an active participant in community projects like cleaning the beach on Earth Day and serving as Team Captain for the Annual Broward Walk to End Alzheimer’s. She has been an active FINRA Arbitrator since 2005. Her volunteer experiences extended beyond the US when she went to Nigeria on a three-week mission with The Egbe Hospital Revitalization Project.
Born in New York, Jacalyn currently lives in Pompano Beach. In her free time Jacalyn loves doing Pilates and hot yoga, working out on her Peloton, watching independent movies and completing 1000-piece jigsaw puzzles.
Advisor Location
1000 Corporate Drive Suite 600 Fort Lauderdale, FL 33334
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education
- Executive Benefit Consulting
- Business Planning Services
- Life, Disability and Long-Term Care Insurance