Alice Jacobs Email and Phone Number

I am a Financial Advisor at Merrill Lynch Wealth Management and have extensive training in Retirement-, Estate- and Investment Planning. Originally from South Africa I have experience as an Assistant Wealth Manager in managing high net worth clients. I have a bachelors degree in finance and financial planning and an advance diploma in Estate Planning. I am very passionate about working with growing families and retirees in planning for their financial future and to help achieve their financial goals. I work with my clients to find out what their goals are and then work on a personalized investment approach that complements each client's specific needs. I believe in building strong relationships with my clients and stress the importance of consistent account oversight in order to best service the clients ever changing life circumstances. I am a wife and mom of two boys and love the outdoors and watching tennis and rugby with friends and family.