Jackie Finley, CFA

Jackie Finley, Founder and Wealth Manager at Saorsa Wealth Management LLC, brings over 30 years of experience in the financial services industry. Her expertise spans asset management, brokerage, and trust services. Since founding Saorsa Wealth in March 2023, she has been dedicated to helping clients achieve financial freedom in alignment with their personal values and beliefs.

Prior to establishing Saorsa Wealth, Jackie held senior leadership roles at Westwood Holdings Group, Inc., where she spent nearly 28 years. Most recently, she served as Senior Vice President of Westwood Wealth Management, managing client relationships, the Registered Investment Advisory (RIA) business, and developing digital offerings. 

Jackie began her career at Southwest Securities before moving into institutional sales and client service roles at Westwood. Her deep industry involvement includes serving on the board of the T. Boone Pickens YMCA in Dallas and as a board member and treasurer of the CFA Society of Dallas-Fort Worth.

She earned her BBA in Finance from the University of Texas at Arlington and is a CFA Charterholder from the CFA Institute, where she remains an active member. Additionally, Ms. Finley is a Registered Securities Representative, General Securities Principal, and Financial and Operations Principal (FINRA Series 7, 24, and 27) with Momentum Independent Network, Inc., a member of FINRA/SIPC.

Jackie's career is distinguished by her unwavering dedication to helping clients find their financial Saorsa—a state of freedom where they can live according to their personal values and beliefs.

Jackie and her husband Gerald have resided in Colleyville, Texas, since 2000.