Jacob William Advisory, a registered investment advisor firm focused on helping individuals and families work towards creating clarity and understanding in their financial lives, announced today that wealth advisor Christina Snyder CFP®, ChFC®, RICP®, CISP™, AEP® has been promoted to partner.

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Stakeholder Spotlight – Ashley

Next in our Stakeholder Spotlight series is our Client Service Associate, Tia Ashley! Learn more about Tia here!

Stakeholder Spotlight – Green

Next in our Stakeholder Spotlight series is our Chief Operating Officer, Denielle Green! Learn more about Denielle here!

Stakeholder Spotlight – West

Next in our Stakeholder Spotlight series is our Financial Associate Advisor, Nick West! Learn more about Nick here!

Stakeholder Spotlight – Antoine

We’re kicking off our Stakeholder Spotlight series with our Client Relations Associate, Kayla Antoine! As our first point of contact at Jacob William Advisory, Kayla plays an integral role in maintaining our commitment to providing the highest level of service to our clients. Learn more abo …

Busting Three Half-Truths About Reverse Mortgages

A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.

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