Michael Bree
Helping successful entrepreneurs create world class strategies to make work optional.
- Role
- Senior Partner, Wealth Advisor at Jacobi Wealth Advisors
- Location
- Wilmington, DE, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Michael Bree
Michael is passionate about helping families- Develop and implement a wealth…
Experience
Senior Partner, Wealth Advisor
Jun 2024 — Present
Education
The American College of Financial Services
CLU, Chartered Life Underwriter
The American College of Financial Services
Chartered Financial Consultant
College for Financial Planning
Widener University, CFP
2006
Skills
- Marketing
- New Business Development
- Strategic Planning
- Financial Planning
- Leadership
- Investments
- Management
- Finance
- Certified Financial Planner
- Personal Finance
- Customer Service
- Financial Advisory
- Wealth Management
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