Jaclyn Peal

Jaclyn Peal currently serves as Vice President of Business Consulting at Carson Group since 2019, following a robust career in financial services. Prior experience includes roles as Vice President and Senior Relationship Manager at Ultimus Fund Solutions from 2015 to 2019, and various positions at Securities America Inc. from 2008 to 2015, including Relationship Manager and Income Distribution Consultant. Jaclyn began the career as an Associate Financial Advisor at Morgan Stanley from 2007 to 2008. Academic qualifications include two Bachelor of Arts degrees in Accounting and Business Finance from Mercyhurst University.