Callie Jacoby, Cfp®
AeroLeads people directory · profile

Callie Jacoby, Cfp® Email & Phone Number

Market Leader and Director, GFP Wealth Management at Gryphon Financial Partners
Location: Toledo, Ohio Metropolitan Area, United States 7 work roles 2 schools
1 work email found @pnc.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@pnc.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Gryphon Financial Partners
Role
Market Leader and Director, GFP Wealth Management
Location
Toledo, Ohio Metropolitan Area, United States
Company size
31 employees

Who is Callie Jacoby, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Callie Jacoby, Cfp® is listed as Market Leader and Director, GFP Wealth Management at Gryphon Financial Partners, a company with 31 employees, based in Toledo, Ohio Metropolitan Area, United States. AeroLeads shows a work email signal at pnc.com and a matched LinkedIn profile for Callie Jacoby, Cfp®.

Callie Jacoby, Cfp® previously worked as Director, GFP Wealth Management at Gryphon Financial Partners and Private Bank Market Leader, Senior Vice President at Pnc. Callie Jacoby, Cfp® holds Bachelor Of Arts (Ba), Business from Hillsdale College.

Company email context

Email format at Gryphon Financial Partners

This section adds company-level context without repeating Callie Jacoby, Cfp®'s masked contact details.

*@pnc.com
68% confidence

AeroLeads found 1 current-domain work email signal for Callie Jacoby, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Callie Jacoby, Cfp®

The Gryphon is entrusted with the duty to guard and protect treasure and priceless possessions. This is our mission as well — to safeguard our clients' family, business and wealth.We are committed to consulting and guiding our clients through all the transitions of their financial lives — from selling a business to investing to leaving a legacy. We are Protectors of Success™.

Listed skills include Credit, Banking, Loans, Consumer Lending, and 11 others.

Current workplace

Callie Jacoby, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Gryphon Financial Partners
Gryphon Financial Partners
Market Leader and Director, GFP Wealth Management
Toledo, OH, US
Website
gryphonfp.com
Employees
31
AeroLeads page
Company profile
View company profile Email format
7 roles

Callie Jacoby, Cfp® work experience

A career timeline built from the work history available for this profile.

Director, Gfp Wealth Management

Current
Gryphon Financial Partners

Toledo, Ohio Metropolitan Area

The mission of Gryphon Financial Partners is to safeguard our clients' family, business, and wealth.We are committed to continuing to consult and guide our clients through all the transitions of theirfinancial lives — from selling a business to investing to leaving a legacy. Our focused objectives are to preserve the assets our clients worked so hard to.

Sep 2023 - Present

Private Bank Market Leader, Senior Vice President

Pnc

Toledo, Ohio Area

-Lead and motivate a team of Private Bank advisors to achieve goals of the unit. -Ensure advisors are utilizing internal resources, including the estate planning, financial planning, portfolio management, insurance planning, and commercial banking teams. -Work with the team to review planning and advice for complex, high net worth family cases.-Responsible.

Aug 2013 - Aug 2023

Private Bank Senior Banking Advisor

Pnc

Toledo, Ohio Metropolitan Area

Senior Private BankerRelationship Manager that provided high net worth families with exclusive financial services and solutions.

May 2005 - Aug 2013

Regional Retail Manager

Pnc

Northwest, Ohio, United States

Regional Retail Sales ManagerOversaw and executed an integrated sales, relationship, credit and depository strategy that aligned with the business plan to achieve desired performance for our retail branch network in NW Ohio.

May 2001 - May 2005

Retail Branch Manager

Pnc

Maumee, Ohio, United States

Handled oversight of the branch, team, results, compliance and training.Oversaw community involvement and new name generation.

May 1998 - May 2001

Management Trainee

Pnc

Toledo, Ohio Metropolitan Area

Joined PNC as a Management Trainee upon college graduation. Rotated through responsibilities of teller, new account opening, shadowing business banker.Managed the sales department for the call center.Promoted to branch manager one year early from completion of program.

May 1997 - May 1998
Team & coworkers

Colleagues at Gryphon Financial Partners

Other employees you can reach at gryphonfp.com. View company contacts for 31 employees →

RS Robert Swansboro, Cfp®️ Robert Swansboro, Cfp®️ Colleague at Gryphon Financial PartnersToledo, Ohio, United States, United States View → AA Austin Altenburg Austin Altenburg Colleague at Gryphon Financial PartnersColumbus, Ohio Metropolitan Area, United States View → MK Maria Kardassilaris Maria Kardassilaris Colleague at Gryphon Financial PartnersColumbus, Ohio, United States, United States View → DB Devon Buchanan Devon Buchanan Colleague at Gryphon Financial PartnersColumbus, Ohio, United States, United States View → CZ Catherine Z. Cory Catherine Z. Cory Colleague at Gryphon Financial PartnersColumbus, Ohio, United States, United States View → TM Thomas M. Regan Thomas M. Regan Colleague at Gryphon Financial PartnersCincinnati, Ohio, United States, United States View → MS Michael Solik, Cima®, Cfp®, Cpwa® Michael Solik, Cima®, Cfp®, Cpwa® Colleague at Gryphon Financial PartnersColumbus, Ohio, United States, United States View → DB David Borchik David Borchik Colleague at Gryphon Financial PartnersColumbus, Ohio, United States, United States View → JP Jennifer Poirier, Jd, Cfp®, Cepa, Ctfa Jennifer Poirier, Jd, Cfp®, Cepa, Ctfa Colleague at Gryphon Financial PartnersToledo, Ohio Metropolitan Area, United States View → JG Joel Guth Joel Guth Colleague at Gryphon Financial PartnersColumbus, Ohio, United States, United States View →
2 education records

Callie Jacoby, Cfp® education

FAQ

Frequently asked questions about Callie Jacoby, Cfp®

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

What company does Callie Jacoby, Cfp® work for?

Callie Jacoby, Cfp® works for Gryphon Financial Partners.

What is Callie Jacoby, Cfp®'s role at Gryphon Financial Partners?

Callie Jacoby, Cfp® is listed as Market Leader and Director, GFP Wealth Management at Gryphon Financial Partners.

What is Callie Jacoby, Cfp®'s email address?

AeroLeads has found 1 work email signal at @pnc.com for Callie Jacoby, Cfp® at Gryphon Financial Partners.

Where is Callie Jacoby, Cfp® based?

Callie Jacoby, Cfp® is based in Toledo, Ohio Metropolitan Area, United States while working with Gryphon Financial Partners.

What companies has Callie Jacoby, Cfp® worked for?

Callie Jacoby, Cfp® has worked for Gryphon Financial Partners and Pnc.

Who are Callie Jacoby, Cfp®'s colleagues at Gryphon Financial Partners?

Callie Jacoby, Cfp®'s colleagues at Gryphon Financial Partners include Robert Swansboro, Cfp®️, Austin Altenburg, Maria Kardassilaris, Devon Buchanan, and Catherine Z. Cory.

How can I contact Callie Jacoby, Cfp®?

You can use AeroLeads to view verified contact signals for Callie Jacoby, Cfp® at Gryphon Financial Partners, including work email, phone, and LinkedIn data when available.

What schools did Callie Jacoby, Cfp® attend?

Callie Jacoby, Cfp® holds Bachelor Of Arts (Ba), Business from Hillsdale College.

What skills is Callie Jacoby, Cfp® known for?

Callie Jacoby, Cfp® is listed with skills including Credit, Banking, Loans, Consumer Lending, Customer Service, Retail Banking, Finance, and Sales.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.