Jacob Maher work email
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Jacob Maher personal email
I am a paraplanner at Waverly Advisors. I support the team of financial planners and help with many aspects of the planning process. My favorite thing about Buckingham Advisors is their attention to detail and the outstanding services provided to their clients. I joined Waverly Advisors after the acquisition of Buckingham Advisors. I joined Buckingham Advisors originally in November of 2022 as an intern, but joined the team full-time after my graduation from Wright State University in April of 2024. Throughout my time at WSU, I served on the Dean’s Student Advisory Board for the Raj Soin College of Business, and also was involved in Finance Club. I also had 2 other financial planning internships throughout his time in college. Outside of the office I love to spend time with my family and friends or play a round of golf. I am a lover of the beautiful outdoors and an avid deep-sea fisherman.
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Financial PlannerWaverly Advisors, LlcDayton, Oh, Us -
ParaplannerWaverly Advisors, Llc Nov 2024 - Present -
ParaplannerBuckingham Advisors Jan 2024 - PresentCenterville, Ohio, United StatesBuckingham Advisors is a unique team of professionals working together to create financial success for our clients. We are CFA® charterholders, CFP® professionals, CPAs, MBAs, insurance and tax professionals, and dedicated client support specialists. We are Millennials, Gen X, Gen Y, and Boomers. Yet we are much more than our credentials and diversity. We are all innovative thinkers helping you look to your future, and providing plans and strategies to ensure that you are on the right path to achieve your goals. Whether your family or career circumstances have changed, you’ve just received an inheritance you want to invest, or you want to think about selling your business, your Buckingham Advisors team of teams is ready to help secure the future you want. -
Financial Planning InternDillhoff Financial Services May 2023 - Dec 2023Centerville, Ohio, United States
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InternBuckingham Advisors Nov 2022 - May 2023
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InternJon Coomer Investment Management May 2022 - Aug 2022Troy, Ohio, United States
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Sales AssociateMetronet Aug 2019 - Aug 2022Ohio, United StatesAnswered incoming calls from potential customers to provide valuable information about Metronet's advanced technology and assist them in switching to Metronet's Internet, TV, and Home Phone service. -
Summer Cleaning CrewGreenville City Schools Jun 2019 - Aug 2019Greenville, Ohio, United StatesDirected a team of 4 summer employees by effectively communicated with maintenance managers to establish tasks to be completed.
Jacob Maher Education Details
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Financial Planning And Services
Frequently Asked Questions about Jacob Maher
What company does Jacob Maher work for?
Jacob Maher works for Waverly Advisors, Llc
What is Jacob Maher's role at the current company?
Jacob Maher's current role is Financial Planner.
What is Jacob Maher's email address?
Jacob Maher's email address is ja****@****inc.com
What schools did Jacob Maher attend?
Jacob Maher attended Wright State University, Greenville Senior High School, Edison State Community College.
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Jacob Maher
Old Bridge, Nj2d6vr.io, gmail.com1 +173286XXXXX
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