Mallory Jackson, CFP®
Wealth Manager, Partner
Mallory serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Mallory offers her clients a comprehensive planning experience. Prior to joining Creative Planning, she worked for an independent investment advisory firm, where she served in various roles to gain broad experience before becoming a wealth manager.
Mallory earned her Bachelor of Science degree in business administration from the University of Tennessee, Knoxville, and is a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Outside of work, Mallory enjoys spending time with friends and family alongside her husband, Eli, and their Lab/bloodhound, Mowgli.
Articles by Mallory Jackson, CFP®
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