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Jack Branch Email & Phone Number

Virtual Family Office: CPA's and Business Owners Working Proactively at Pelican Family Office
Location: Covington, Louisiana, United States 8 work roles 1 school
1 work email found @branchwealthstrategies.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@branchwealthstrategies.com
LinkedIn Profile matched
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Current company
Role
Virtual Family Office: CPA's and Business Owners Working Proactively
Location
Covington, Louisiana, United States
Company size

Who is Jack Branch? Overview

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Quick answer

Jack Branch is listed as Virtual Family Office: CPA's and Business Owners Working Proactively at Pelican Family Office, a with 5 employees, based in Covington, Louisiana, United States. AeroLeads shows a work email signal at branchwealthstrategies.com and a matched LinkedIn profile for Jack Branch.

Jack Branch previously worked as Proactive Planning Team Leader at Pelican Family Office and CPA Team Based Model Consultant at Branch Wealth Strategies. Jack Branch holds Bs, Marketing from University Of Tennessee, Knoxville.

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Email format at Pelican Family Office

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{first}@branchwealthstrategies.com
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AeroLeads found 1 current-domain work email signal for Jack Branch. Compare company email patterns before reaching out.

Profile bio

About Jack Branch

Proactive planning team leader with a passion for guiding CPAs, business owners, and affluent individuals on their journey to financial success. With over two decades of experience, I've had the privilege of working with thousands of clients, helping them to not only minimize taxes, grow their wealth, and expand access to capital but also to embrace a future enriched with passive income streams.🌟 Specialties:- Crafting strategies for developing residual, passive income for both the present and the future.- Transitioning CPAs from a reactive to a proactive mindset through a collaborative team-based model.- Educating on wealth-building tactics commonly used by the affluent but often unknown to the middle and upper-middle classes.I believe in a future where you don't have to work your entire life unless you choose to. For a glimpse into how we can ignite your financial future together, visit our websites:🔗 www.pelicanfo.comLet's connect and explore how proactive planning can transform your financial narrative.

Listed skills include Strategy, Sales, Strategic Financial Planning, Product Marketing, and 37 others.

Current workplace

Jack Branch's current company

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Pelican Family Office
Pelican Family Office
Virtual Family Office: CPA's and Business Owners Working Proactively
Covington, LA, US
Website
Employees
5
AeroLeads page
8 roles · 31 years

Jack Branch work experience

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

Proactive Planning Team Leader

Current
Pelican Family Office

I'm dedicated to empowering CPAs and business owners with forward-thinking strategies that not only save on taxes but also spotlight and rectify business inefficiencies. My approach is rooted in outcome based planning, ensuring that my advice is always in your best interest and measurable. Here's how I support CPAs:1) I mitigate the risks associated with referring clients to third parties.2) I help prevent client attrition by encouraging a more proactive role in their business affairs.3) I enhance client satisfaction by delivering exceptional value.4) I broaden your network by connecting you with some of the nation's top specialists.5) I foster organic growth by providing clients with experiences they'll want to share with their network.6) I offer access to a Virtual Family Office, bringing together the sharpest minds in the industry for comprehensive support.Let's redefine the future of your business and client relationships together.

Jun 2018 - Present

Cpa Team Based Model Consultant

Current
Branch Wealth Strategies
Aug 2018 - Present

Wealth Management Advisor

Current
Branch Wealth Strategies
Apr 2003 - Present

Radio Talk Show Host

New York, Us

Host of a weekly radio show, where I had the opportunity to guide those at or near retirement on how to make the most of their hard-earned dollars. Every Saturday from 2-3 PM on 99.5 WRNO in New Orleans and Sundays from 10-11 AM on WJBO in Baton Rouge, I had the privilege of connecting with listeners, offering insights and strategies for wise retirement planning.The aim was simple yet profound: to empower retirees with the knowledge to navigate their financial future with confidence. Join me in reflecting on this fulfilling chapter where the airwaves became a classroom for financial education.

Apr 2019 - Nov 2022

National Account Manager

Iomega

I had the honor of managing our company's largest account, Best Buy. My responsibilities included orchestrating advertising campaigns and coordinating with the buying office to ensure our data storage devices and media were prominently featured and readily available across the nation. This role demanded a keen understanding of supply chain dynamics and a strategic approach to product placement, ensuring that our offerings stood out in a competitive marketplace.

2001 - 2003 ~2 yrs

National Account Manager

Troy-Bilt

Began managing dealer sales in Louisiana, Mississippi, and ArkansasAchieved milestones with 100yr old company trying to do business in the dark agesPromoted to launch with Lowes after dealer model successes

1998 - 2001 ~3 yrs

Product Marketing

Kwikset
1996 - 1998 ~2 yrs
1 education record

Jack Branch education

  • University Of Tennessee, Knoxville
    University Of Tennessee, Knoxville
    Marketing
FAQ

Frequently asked questions about Jack Branch

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

What company does Jack Branch work for?

Jack Branch works for Pelican Family Office.

What is Jack Branch's role at Pelican Family Office?

Jack Branch is listed as Virtual Family Office: CPA's and Business Owners Working Proactively at Pelican Family Office.

What is Jack Branch's email address?

AeroLeads has found 1 work email signal at @branchwealthstrategies.com for Jack Branch at Pelican Family Office.

Where is Jack Branch based?

Jack Branch is based in Covington, Louisiana, United States while working with Pelican Family Office.

What companies has Jack Branch worked for?

Jack Branch has worked for Pelican Family Office, Branch Wealth Strategies, Iheartradio, Iomega, and Troy-Bilt.

How can I contact Jack Branch?

You can use AeroLeads to view verified contact signals for Jack Branch at Pelican Family Office, including work email, phone, and LinkedIn data when available.

What schools did Jack Branch attend?

Jack Branch holds Bs, Marketing from University Of Tennessee, Knoxville.

What skills is Jack Branch known for?

Jack Branch is listed with skills including Strategy, Sales, Strategic Financial Planning, Product Marketing, Management, Finance, Strategic Planning, and Insurance.

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