Christina Snyder
Partner and Senior Wealth Advisor | Money doesn\'t have to be complicated. Are you confused by most financial advice? If so, you’re not alone.
- Role
- Partner and Director of Financial Planning, Senior Wealth Advisor at Jacob William Advisory
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Christina Snyder
Christina Snyder brings over 25 years of experience in financial services and a passion…
Experience
Partner and Director of Financial Planning, Senior Wealth Advisor
Aug 2020 — Present · Cockeysville, MD, US
As a wealth advisor, Christina is dedicated to help alleviate her clients’ financial fears through education and planning that goes far beyond investments. She believes in a comprehensive approach that addresses all facets of planning, including wealth transfer, insurance, taxes, investments, estate and trust planning, retirement, risk management and business planning.She works in concert with her clients’ other trusted advisors to synthesize their strategies, rather than operating in silos. Christina takes pride in delivering proactive and responsive service to her clients, and helping them understand, manage and track their progress toward their financial goals.
Education
University of Baltimore
Bachelor of Science (B.S.)
1997 — 2000
Skills
- Retirement Planning
- Financial Services
- Investments
- Wealth Management
- Banking
- Estate Planning
- Leadership
- Trust Services
- Fiduciary Management
- Iras
- Certified Financial Planner
- Financial Planning
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