Alice Jacobs Email and Phone Number
Alice Jacobs work email
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Alice Jacobs personal email
Alice Jacobs phone numbers
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.
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Financial AdvisorMerrill Lynch Wealth Management Aug 2018 - Present
Alice Jacobs Skills
Alice Jacobs Education Details
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University Of JohannesburgBachelor'S Degree -
University Of JohannesburgBachelor'S Degree
Frequently Asked Questions about Alice Jacobs
What company does Alice Jacobs work for?
Alice Jacobs works for Merrill Lynch Wealth Management
What is Alice Jacobs's role at the current company?
Alice Jacobs's current role is Financial Advisor.
What is Alice Jacobs's email address?
Alice Jacobs's email address is alice.jacobs@ml.com
What is Alice Jacobs's direct phone number?
Alice Jacobs's direct phone number is +175781*****
What schools did Alice Jacobs attend?
Alice Jacobs attended University Of Johannesburg, University Of Johannesburg.
What are some of Alice Jacobs's interests?
Alice Jacobs has interest in Animal Welfare, Children, Education.
What skills is Alice Jacobs known for?
Alice Jacobs has skills like Wealth Management, Strategic Financial Planning, Investments, Financial Advisory, Investment Advisory, Asset Management, Retirement Planning, Financial Analysis, Financial Planning, Risk Management, Finance.
Who are Alice Jacobs's colleagues?
Alice Jacobs's colleagues are Feriz Halili, Julius Readus, Cpwa®, Cpfa®, Crpc™, Kelsie Fisher, James Fiallo, Kathleen Maloney, Brian Noone, Christopher Swick, Cpfa.
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Alice Jacobs
Los Angeles Metropolitan Area5convergencegroup.co.uk, gmail.com, caltech.edu, intelligentmdx.com, convergencegroup.io -
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8 +130575XXXXX
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