Michael Bree Email & Phone Number

Michael is passionate about helping families:- Develop and implement a wealth management plan to help them reach their financial dreams- Helping Business owners utilize the seven step process to exit their business- Develop strategies to managed the unique challenges of illiquid and concentrated wealth- Make smarter decisions in today's uncertain political, economic and social environment- Obtain an independent second opinion from a top financial advisors in their community.Michael is a two time past President of the Delaware Society of Financial Services Professional, past advisory council member of eMoney Advisory, and the Executive VP of the First Tee of Delaware Board. He is a Certified Financial Planner ( CFP(R) ), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).At Jacobi Wealth Advisors, our mission is simple, to help you achieve a better financial future by following The Jacobi Methodᵀᴹ. We have over 200 years of collective experience in guiding clients through the many challenges that may impact their financial world. Our clients place high expectations upon us, and we respond with a deep commitment to client service and independent, objective advice. The financial consultants at Jacobi Wealth Advisors are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section. Investment advice offered through Jacobi Capital Management LLC, A Registered Investment Adviser. Jacobi Capital Management, LLC and Jacobi Wealth Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which the financial consultants affiliated with Jacobi Wealth Advisors are registered to do business, please visit our website at: www.jacobiwealth.com.Websites• jacobiwealth.com (Company)• finra.org (Other)• SIPC.org (Other)Phone• 484-568-4415 (direct) or 610-722-5948 x320 (Work) Address1055 Westlakes Drive Ste 135 Berwyn, PA 19312

Listed skills include Wealth Management, Financial Advisory, Certified Financial Planner, Financial Planning, and 9 others.