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Jackie Bodmer Heurter

Senior Associate

Albany

Client Advisory

Biography

Jackie is a Senior Associate in the Albany, NY office. She works alongside wealth advisors and their clients to achieve their financial planning objectives, including asset allocation and investment selection, estate planning, income tax planning, and retirement/cash flow planning. 

Prior to joining Cerity Partners, Jackie worked as a Senior Financial Planner at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. She also worked as a Financial Analyst for a Private Wealth Advisor team at Ayco, a Goldman Sachs Company.

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Education

  • B.S. in Finance and B.S. in Business Management from Providence College

Highlights

  • Serves on the Junior Board of Directors of the Alzheimer's Association of Northeastern NY
  • Serves on the Board of Directors of the Kevin Huerter Foundation

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.