Jade Meier

Private Client Advisor @Rockwood Wealth Management

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2023 — Present

Private Client Advisor @Rockwood Wealth Management

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New Hope, PA, US

Welcome to Rockwood, where a commitment to a client-centric practice and unwavering integrity in all our endeavors ensures that our clients\' best interests are always foremost.As independent fiduciaries in a founder-led and employee-owned firm, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have a steadfast legal and ethical commitment to serving our clients uniquely in their best interests.

EDUCATION

N/A

Endicott College

Business

SKILLS

Microsoft OutlookMicrosoft AccessTime ManagementSocial MediaMicrosoft ExcelMicrosoft OfficeMicrosoft WordMicrosoft Powerpoint

ABOUT JADE MEIER

Private Client Advisor at Rockwood Wealth Management

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