Jacqui Borukhov FPQP™

Paraplanner

Ms. Borukhov is a paraplanner in our Wellesley, Massachusetts office. Ms. Borukhov works closely with our client advisors throughout the financial planning process. From the gathering of essential data to synthesis, development, and organization of planning results, our paraplanners play a crucial role in the client experience.

Jacqui began her role at F.L.Putnam Investment Management as an account officer. Prior to joining the firm, Ms. Borukhov spent 3 years at Capitol Financial Advisors as an administrative assistant. In addition to general administrative duties, Jacqui also provided valuable and reliable client services for the firm. Prior to Capital Financial Advisors, Jacqui worked in special education for many years, teaching young adults various occupational and daily living skills.

Jacqui lives with her two children in Ashland, MA and enjoys supporting them in their various activities.

Joined F.L.Putnam in 2017

Education

BA Psychology, College of Saint Rose

Distinctions

Financial Paraplanner Qualified Professional™ (FPQP™)