Jacob P. Defilippo
Director of Client Services at Delta Financial Advisors, Inc.
- Role
- Financial Advisor at Delta Financial Advisors, Inc.
- Location
- Silver Spring, MD, US
- LinkedIn followers
- 500 followers
About Jacob P. Defilippo
Office: 30••••••80/E-Mail: c••••••@dfa1.com Our mission at Delta Financial…
Experience
Financial Advisor
Delta Financial Advisors, Inc.
Jul 2013 — Present · Kensington, MD, US
At Delta Financial Advisors, Inc. we help our clients meet their goals on their financial journey through customized financial strategies. For over 25 years, our clients have been our top priority and we strive to build long-term relationships based on trust and integrity. I started at Delta Financial Advisors as Delta’s first intern during my college career in 2009. After receiving my bachelor’s degree in Marketing from Salisbury Universities Perdue School of Business, I transitioned into the position and am currently employed as a Client Services Representative. My duties range anywhere from assisting the CFP in daily tasks to working on our social media/marketing outreach program. Go to or e-mail c••••••@dfa1.com to set up a meeting today!
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