Romona Jackson is a financial professional with Pathlight Advisers. She is a seasoned financial leader, coach, and community advocate dedicated to helping individuals and families achieve long-term financial health and stability. A native of Brooklyn, New York, and proud graduate of Florida A&M University, Romona transitioned from a degree in broadcast journalism into a dynamic 15-year career in financial services—most notably serving as a regional banking district manager for Wells Fargo, where she led eight branches and over 100 team members across the Gainesville district.
Romona Jackson AFC®
Financial Professional
Her leadership in banking was marked by operational excellence, team development, and deep community engagement.
Romona is the founder of FinanSense, LLC, a financial coaching and consulting firm launched in 2021. She is a Master Financial Coach certified by Ramsey Solutions and an Accredited Financial Counselor® (AFC®) through the Association for Financial Counseling and Planning Education (AFCPE). Through her work, Romona partners with individuals, families, and organizations to develop tailored financial plans, offering the guidance and tools they need to shift their financial trajectory and reach their goals.
As a financial coach, Romona is committed to equipping people with practical knowledge and strategies through hands-on support and educational outreach. She specializes in financial literacy workshops that empower communities with the confidence and clarity to make informed financial decisions. She helps individuals and families of all ages, from guiding recent college graduates just beginning their financial journey to supporting older adults in building sustainable retirement plans. Her mission is rooted in helping people build strong financial foundations through education, action, and accountability.
In 2022, Romona founded Carolyn’s Heart, Inc., a nonprofit created to honor the life and legacy of her late mother, Carolyn Jackson. The organization focuses on uplifting underserved communities through programs that promote financial empowerment, education, and wellness.
Romona’s leadership extends across education and civic service. She is the Immediate Past Board President of The Education Foundation of Alachua County, a member of the MLK Commission of the State of Florida, and serves on the Executive Board of the FAMU Alumni Association and the Siatech MycroSchool Board. She is also a 31-year member of Zeta Phi Beta Sorority, Incorporated, currently serving as second vice president, and an active executive board member of the Gainesville (FL) Chapter of The Links, Incorporated.
In 2025, Romona was honored as a “Women Who Make A Difference” award recipient, celebrating her impactful work in financial education, community development, and service leadership.
With a passion for financial literacy, empowerment, and equity, Romona Jackson continues to be a powerful advocate for financial transformation—one person, one family, and one community at a time.
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Our Clients
Navigation for Clients from All Backgrounds
While we have specialized experience working with select demographics, we are primarily driven by people just like ourselves: those with goals and dreams. We’re here to connect you to those goals and dreams with unique solutions that work to suit your individual needs. Your benefits and programs may also differ from others, which is why we aim to understand your background prior to acting, then we lay out exactly how we expect our custom approach to help you. Here are just some of the groups we serve at Pathlight Advisers.
”May the Light Always Shine Brightly on Your Path
— Native American Expression
Building Comprehensive Insurance Plans
Our services are geared toward you and your needs, and our independence gives us the freedom to find solutions that work on your behalf, not on behalf of major carriers. We also look for options that protect you against all the major risks of retirement or of owning a business. That can include longevity risk, market risk, sequence of returns risk, taxes, long-term care and more. Using your unique circumstances, we assess your needs and address them in a way that we believe matches your goals and gives you confidence in your future.
