Alison Jacobson , CTFA
Wealth & Fiduciary Associate Team Lead
In my position as wealth & fiduciary associate, I enjoy working alongside talented and personable people, together striving to best serve our clients.
Outside of work, I like to play games, stay active, read, and spend time with my husband and our family and friends.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.