MEREDITH, NH – Winthrop & Co. is proud to announce that Jacqueline Page Taylor, AAMS™ has officially joined LPM Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, in Meredith, New Hampshire.
After 15 years with Edward Jones, Jackie made the swift and confident decision to exit the firm, citing a culture that no longer aligned with her professional values and goals. Known for her tireless work ethic and client-first mindset, Jackie is now joining a high-performing, well-supported team that reflects her dedication to delivering exceptional, personalized wealth management.
A recognized leader in the industry, Jackie brought in $13 million in new client assets in 2023 alone—despite being limited by restrictive compensation and compliance practices. Now, at LPM Advisory Group, she’ll have the autonomy, resources, and support to do even more for her clients.
Her areas of focus include retirement planning strategies, investment and wealth preservation, estate planning, and retirement income solutions. She holds the Accredited Asset Management Specialist™ designation (AAMS™) and is consistently recognized for delivering an elite client experience.
Rooted in Meredith and committed to her community, Jackie’s rapid move marks not just a career pivot—but a re-commitment to doing what she does best: building strong relationships and offering clear, goal-based financial guidance tailored to each client’s life and legacy.