Callie Jacoby
Director, GFP Wealth Management
- Role
- Market Leader & Director, Gfp Wealth Management at Gryphon Financial Partners
- Location
- Toledo, OH, US
- LinkedIn followers
- 500 followers
About Callie Jacoby
The Gryphon is entrusted with the duty to guard and protect treasure and priceless possessions. This is our mission as well — to safeguard our clients\' family, business and wealth.We are committed to consulting and guiding our clients through all the transitions of their financial lives — from selling a business to investing to leaving a legacy. We are Protectors of Success™.The material presented by Callie Jacoby is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Callie Jacoby is a Director of Wealth Management at Gryphon Financial Partners. Advisory services are provided by Gryphon Financial Partners, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Gryphon Financial Partners expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
Experience
Market Leader & Director, Gfp Wealth Management
Sep 2023 — Present · Toledo, OH, US
The mission of Gryphon Financial Partners is to safeguard our clients\' family, business, and wealth.We are committed to continuing to consult and guide our clients through all the transitions of theirfinancial lives — from selling a business to investing to leaving a legacy. Our focused objectives are to preserve the assets our clients worked so hard to acquire. Grow theirportfolios. Build on their prosperity. And do it all with discipline, creativity, confidence andunmatched passion.We are Protectors of Success™.
Education
University of Findlay
Master of Business Administration - MBA
Hillsdale College
Bachelor of Arts (BA)
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