Kevin Jacobs
- Role
- Senior Wealth Advisor at Wilmington Trust
- Location
- Wilmington, DE, US
- LinkedIn followers
- 500 followers
Experience
Senior Wealth Advisor
Sep 2004 — Present
Senior Wealth Advisor for Wilmington Trust Wealth Advisory- Investment Management, Private Banking, and Trust Services Overall, our team is responsible for delivering advice and service to a national client base of multi-generational families and business owners. We work directly with clients to help manage the multi-dimensional aspects of their family’s financial affairs. We work closely with clients and their advisors to develop and support financial strategies that assist clients in meeting their current needs, while planning for long-term goals. For some of our clients, this also means serving as executive director, advisor, and confidant, as well as developing intergenerational strategies customized to best meet their needs.
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