Broker Check
Anne Jacobs, FPQP™

Anne Jacobs, FPQP™

Director of Client Relations

Anne has worked in the financial industry for over 25 years. She began working with Howard Katz and Justin Davidson in 2007 when her family moved to Georgia. During Anne’s career she developed expertise in the areas of operations, marketing and relationship management. As her career progressed, Anne earned her Financial Paraplanner Qualified Professional designation from the College of Financial Planning.