Jacqueline Swinehart

Jackie is the Practice Manager for Stephen Morris in the King of Prussia, PA office. Jackie is responsible for overseeing the day-to-day operations of the practice and working with the team to identify and implement procedures to ensure that the practice runs efficiently. With over 30 years in financial services, Jackie provides support to Stephen by scheduling and preparing for client meetings, servicing accounts, and addressing questions from clients. She strives to ensure that clients receive excellent care by responding to their inquiries in a thorough and timely manner. What Jackie enjoys most is building and maintaining relationships with clients and learning about their interests and families. Jackie and her husband reside in Exton, PA and enjoy spending time with their children, gardening, visiting the National Parks, and beach time at the Jersey shore.