Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa®
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Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® Email & Phone Number

Senior Wealth Advisor at Revolve Wealth Partners
Location: New York, United States 5 work roles 1 school
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Current company
Revolve Wealth Partners
Role
Senior Wealth Advisor
Location
New York, United States
Company size
13 employees

Who is Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa®? Overview

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Quick answer

Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® is listed as Senior Wealth Advisor at Revolve Wealth Partners, a with 13 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa®.

Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® previously worked as Director and Senior Advisor at Klingenstein Fields Advisors and Senior Vice President at The Solaris Group Llc. Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® holds Majors: Finance And Accounting, Minor: Psychology from Washington University In St. Louis.

Company email context

Email format at Revolve Wealth Partners

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Revolve Wealth Partners

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Profile bio

About Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa®

At Revolve Wealth Partners, I work with individuals, families, and non-profits to manage their investments and help my clients build a path towards their financial goals. I have a deep-rooted commitment to helping educate and guide clients in all areas of wealth planning including investment management, insurance, employee benefits, financial planning, and estate and tax planning.

Current workplace

Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa®'s current company

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Revolve Wealth Partners
Revolve Wealth Partners
Senior Wealth Advisor
hackensack, new jersey, united states
Website
revolvewealth.com
Employees
13
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Company profile
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5 roles

Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® work experience

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Research Associate

Tiaa-Cref
Jan 2003 - Apr 2007
Team & coworkers

Colleagues at Revolve Wealth Partners

Other employees you can reach at revolvewealth.com. View company contacts for 13 employees →

TS Tovi Saia Tovi Saia Colleague at Revolve Wealth PartnersTenafly, New Jersey, United States View → SG Steven Garrett Cpcu, Arm Steven Garrett Cpcu, Arm Colleague at Revolve Wealth PartnersUnited States View → KK Kenneth Katz Kenneth Katz Colleague at Revolve Wealth PartnersLivingston, New Jersey, United States View → JB Jennifer Baelis Jennifer Baelis Colleague at Revolve Wealth PartnersUnited States View → JB Jack Baron Jack Baron Colleague at Revolve Wealth PartnersNew York, United States View → MG Megan Grusczynski Megan Grusczynski Colleague at Revolve Wealth PartnersTeterboro, New Jersey, United States View → KK Kenneth Katz Kenneth Katz Colleague at Revolve Wealth PartnersLivingston, New Jersey, United States View → IC Isaac Claar Isaac Claar Colleague at Revolve Wealth PartnersUnited States View → GF Gabrielle Fraccola Gabrielle Fraccola Colleague at Revolve Wealth PartnersHackensack, New Jersey, United States View → JT John Tevnan John Tevnan Colleague at Revolve Wealth PartnersNew York City Metropolitan Area, United States View →
1 education record

Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® education

FAQ

Frequently asked questions about Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa®

Quick answers generated from the profile data available on this page.

What company does Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® work for?

Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® works for Revolve Wealth Partners.

What is Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa®'s role at Revolve Wealth Partners?

Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® is listed as Senior Wealth Advisor at Revolve Wealth Partners.

Where is Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® based?

Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® is based in New York, United States while working with Revolve Wealth Partners.

What companies has Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® worked for?

Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® has worked for Revolve Wealth Partners, Klingenstein Fields Advisors, The Solaris Group Llc, Tiaa-Cref, and Cibc World Markets.

Who are Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa®'s colleagues at Revolve Wealth Partners?

Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa®'s colleagues at Revolve Wealth Partners include Tovi Saia, Steven Garrett Cpcu, Arm, Kenneth Katz, Jennifer Baelis, and Jack Baron.

How can I contact Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa®?

You can use AeroLeads to view verified contact signals for Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® at Revolve Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® attend?

Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® holds Majors: Finance And Accounting, Minor: Psychology from Washington University In St. Louis.

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