Madeline Jacobs, Mba Email & Phone Number

Driven by a passion for helping individuals secure their financial futures, I transitioned from a successful career in Hospitality Management with Four Seasons Hotels and Resorts to become a dedicated Financial Advisor. After graduation with my MBA from the University of Florida’s Warrington College of Business, I wanted to use my experience from Luxury Hospitality and apply it to Jacobs, Coolidge & Company, the boutique Wealth Management firm, founded by my grandfather in 1962. With experience at the highest level in customer service coupled with expertise in revenue management, I bring a unique perspective to financial planning. My mission is to empower clients with the knowledge and tools needed to make informed decisions and achieve their long-term financial objectives.In my role as a Financial Advisor, I specialize in personalized financial planning, investment strategies, and retirement planning. I work closely with clients to understand their financial aspirations and develop customized plans to help them reach their goals. By providing comprehensive financial education and leveraging my analytical skills, I ensure that each client receives tailored advice and solutions.

Listed skills include Customer Service, Public Speaking, Social Media, Microsoft Office, and 7 others.