Supporting Scarsdale's Financial Futures

(The following is Sponsored Content from J.P. Morgan)

Jacqueline Falciglia on Creating and Safeguarding Generational Wealth: Helping families build, protect and plan for lasting legacies at the Scarsdale J.P. Morgan Financial Center

At the J.P. Morgan Financial Center in Scarsdale, Senior Private Client Banker Jacqueline Falciglia is known for her thoughtful approach to helping families navigate the complexities of wealth creation and preservation. For Jacqueline, it’s about understanding each client’s story, priorities and the legacy they hope to create—then establishing tailored financial plans that address their needs today while focusing on building generational wealth for the future.

Jacqueline isn’t just a banker; she’s a neighbor, a trusted resource and someone passionate about helping Scarsdale’s families build and protect their wealth for generations to come. She’s often seen at local events, connecting with residents and supporting community initiatives.

A Personal Touch to Holistic Financial Management

With more than a decade in the industry, Jacqueline recognizes that every family’s financial landscape is unique; and effective lifestyle planning goes far beyond numbers and traditional banking. By working closely with investment advisors, estate planners, accountants, travel designers and family lawyers, she ensures every detail aligns with her clients’ goals.

“My clients often have complex financial landscapes,” Jacqueline explains. “It’s about understanding their story, their goals and the legacy they want to create—whether that means structuring trusts for future generations, starting a new business or optimizing year-end tax strategies.”

Tailored Strategies for Every Milestone

“My clients need financial strategies as unique as they are,” Jacqueline says. This keen understanding leads her to craft personalized strategies, whether it’s everyday banking or sophisticated lending. Her commitment to understanding each client’s ambitions and lifestyle has made her a go-to resource in Scarsdale.
With the start of the new year, Jacqueline encourages clients to reflect on their financial plans and review their progress. “This is the perfect time to get ahead, whether you’re thinking about travel, tackling portfolio challenges, navigating evolving markets or simply seeking peace of mind for the year ahead. My goal is to help clients make informed choices that protect their wealth and create lasting impact—so they can focus on enjoying the life they’ve worked hard for.”

A Relationship Built on Trust

For affluent families, financial planning isn’t a once-a-year task—it’s an ongoing partnership built on a shared vision for the future. For Jacqueline, the most rewarding part of her work is building long-term relationships rooted in trust and understanding. She values the opportunity to support families through life’s transitions and milestones, offering steady guidance along the way.

If you’d like to connect with Jacqueline and her team of J.P. Morgan Private Client financial experts to learn more, we welcome conversations at the Scarsdale Financial Center.

More About Jacqueline Falciglia

With 10 years of experience in the financial industry, Jacqueline joined J.P. Morgan in 2018, bringing with her a wealth of experience from Northwestern Mutual and a BBA in Finance from Baruch College. She leads with compassion, building lasting relationships based on trust, care and a deep understanding of each client’s unique journey. Jacqueline recently embraced the joy of becoming a new mom and is savoring every moment of this exciting new chapter. In her free time, she loves traveling and making memories with her family.