Jacqueline Fish

Partner

Charlotte, North Carolina

Professional Profile

Call Me When

Call Me When... An owner is evaluating personal financial impact of buyout, management of proceeds, buyout structure best suited to compliment personal financial plan.

Contact Method

704-962-8573

Profession

  • Investor
  • Professional Certifications

    CFP, ChFC, CLU

    Functional Expertise

  • Charitable giving
  • Employee benefits
  • Estate planning
  • Investments
  • Retirement
  • Tax
  • Trusts
  • Business Focus

    Transition Planning Certification

    CFP

    Client Industries

  • Consumer Services
  • Energy/Utilities
  • Health/Pharma/Biotech
  • Real Estate/Construction
  • Client Results

    Membership

    Charlotte

    Member Since

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Excited to have a group of like minded professionals to leverage when clients sell businesses and to learn from others in this field.

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