Jacqueline L. Kent
Assistant Vice President, Client Advisor
South Pasadena, CA
Jacqueline is an Assistant Vice President, Client Advisor at Whittier Trust’s South Pasadena office. She is responsible for assisting in the administration and delivery of comprehensive wealth management solutions to high-net-worth individuals and families.
Jacqueline has been with Whittier Trust since 2017. Prior to joining Whittier, she worked at Wells Fargo Bank for 18 years, supporting The Private Bank and Wells Fargo Investment divisions with Regional Sales, Administration, Project Management, and Compliance.
Jacqueline holds a Certified Financial Planner (CFP®) designation with the CFP Board and a Chartered Retirement Planning Counselor (CRPC®) designation with the College of Financial Planning. In addition, she is a graduate of Cannon Financial Institute’s Trust School and holds the Certified Trust and Financial Advisor (CTFA) designation. Jacqueline is a member of the San Gabriel Valley chapter of the Financial Planning Association.
She grew up in West Africa and enjoys traveling in her spare time.