Alice Jacobs
Financial Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Williamsburg, VA, US
- LinkedIn followers
- 500 followers
About Alice Jacobs
I am a Financial Advisor at Merrill Lynch Wealth Management and have extensive training in Retirement, Estate- and Investment Planning. Originally from South Africa I have experience as an Assistant Wealth Manager in managing high net worth clients. I have a bachelors degree in finance and financial planning and an advance diploma in Estate Planning. I am very passionate about working with growing families and retirees in planning for their financial future and to help achieve their financial goals. I work with my clients to find out what their goals are and then work on a personalized investment approach that complements each client\'s specific needs. I believe in building strong relationships with my clients and stress the importance of consistent account oversight in order to best service the clients ever changing life circumstances. I am a wife and mom of two boys and love the outdoors and watching tennis and rugby with friends and family.
Experience
Financial Advisor
Aug 2018 — Present
Education
University of Johannesburg
Bachelor's Degree
2009 — 2010
University of Johannesburg
Bachelor's Degree
2004 — 2006
Skills
- Investment Advisory
- Finance
- Financial Planning
- Risk Management
- Wealth Management
- Strategic Financial Planning
- Financial Advisory
- Investments
- Retirement Planning
- Asset Management
- Financial Analysis
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