Jacobi Wealth Advisors Information
Contact top employees from
Jacobi Wealth Advisors
Summary
At Jacobi Wealth Advisors, our experienced team of professionals is collectively focused on providing customized financial planning and independent investment management. The philosophy and foundation...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Retirement Planning, Estate Planning, Education Funding, Business Succession, Long-Term Care Planning, Wealth Management, Disability Income Planning, Life Insurance, Tax Reduction Strategies
Founded
2014
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Jacobi Wealth Advisors shows a diverse range of experience levels:
25% for 1–2 years17% for 3–4 years8% for 5–7 years17% for 8–10 years33% have over 11 years of service at Jacobi Wealth AdvisorsContact top employees from
Jacobi Wealth Advisors
Andrew Avellan
Senior Partner at Jacobi Wealth Advisors
Kathleen Johnson
Wealth Advisor
Stephen Salinger
Wealth Advisor
Kristen Mervine
Chief Impact Officer
Jason Maile
Certified Financial Planner™ & Senior Partner
William Medico
Senior Partner and Co-Founder at Jacobi Wealth Advisors
Sabrina Lombardi
Operations Specialist
Michael Lovecchio
Director of Client Experience & Senior Partner
Jackie Herrin
Director of Operations & Insurance Specialist
Jeffrey Clemente CFP®
Wealth Advisor
Michael Bree
Senior Partner, Wealth Advisor
Alyssa Wanner
Client Experience Specialist
