Experience

Jacob William Advisory

• United States
• Financial Services
• 1 - 100 Employee

• Founding Partner and Wealth Advisor

  • Jul 2006 - Present

  Guiding our clients toward sound financial decisions as well as serving as an Executive Leader of the Jacob William Advisory team allows me an unprecedented opportunity. This dual perspective makes my role in our organization so enjoyable and fulfilling. I help ensure our clients always receive a positive experience, and that their interests always come first. I am fortunate to be involved in the lives of many Jacob William Advisory clients by serving them and their families daily. Jacob William Advisory is a wealth management firm that excels at creating client value, advising the appropriate tailored solution, and providing clarity to our clients. We take a team approach, ensuring we do not exist in professional silos. Through our financial planning, retirement planning, investment management, estate planning, tax planning, and private client services, our team is there to provide the highest level of support and advice. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness. Show less



Maryland Agency Financial Group

• Baltimore, Maryland

• Partner

  • Jan 1985 - Jun 2006

  During my 21 year tenure at Maryland Agency Financial Group I held numerous Partner positions such as Director of the Group Benefits Division and Director Sales Management. During my 21 year tenure at Maryland Agency Financial Group I held numerous Partner positions such as Director of the Group Benefits Division and Director Sales Management.