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

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

Senior Wealth Advisor at Revolve Wealth Partners @ Revolve Wealth Partners
hackensack, new jersey, united states
Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa®'s Location
New York, New York, United States, United States
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.

Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa®'s Current Company Details
Revolve Wealth Partners

Revolve Wealth Partners

View
Senior Wealth Advisor at Revolve Wealth Partners
hackensack, new jersey, united states
Website:
revolvewealth.com
Employees:
13
Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® Work Experience Details
  • Revolve Wealth Partners
    Senior Wealth Advisor
    Revolve Wealth Partners Mar 2021 - Present
    New York, Ny
    View
  • Klingenstein Fields Advisors
    Director And Senior Advisor
    Klingenstein Fields Advisors Jun 2019 - Mar 2021
    View
  • The Solaris Group Llc
    Senior Vice President
    The Solaris Group Llc May 2007 - Jun 2019
    View
  • Tiaa-Cref
    Research Associate
    Tiaa-Cref Jan 2003 - Apr 2007
    View
  • Cibc World Markets
    Investment Banking Analyst
    Cibc World Markets Jul 2001 - Oct 2002
    View

Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® Education Details

Frequently Asked Questions about Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa®

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 the current company?

Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa®'s current role is Senior Wealth Advisor at Revolve Wealth Partners.

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

Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa® attended Washington University In St. Louis.

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

Amy (Jacobs) Brackett, Cfa®, Cfp®, Cdfa®'s colleagues are Isaac Claar, Steven Garrett Cpcu, Arm, Gabrielle Fraccola, John Tevnan, Megan Grusczynski, Jennifer Baelis, Jack Baron.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.