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.
Next in our Stakeholder Spotlight series is our Client Service Associate, Tia Ashley! Learn more about Tia here!
Next in our Stakeholder Spotlight series is our Chief Operating Officer, Denielle Green! Learn more about Denielle here!
Next in our Stakeholder Spotlight series is our Financial Associate Advisor, Nick West! Learn more about Nick here!
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 …
Jacob William Advisory Announces Appointment of Mark Ring to Board of Directors for Better Business Bureau® Serving Greater Maryland
Jacob William Advisory is pleased to announce the addition of its Founding Partner and Wealth Advisor, Mark Ring, to the Better Business Bureau Serving Greater Maryland Board of Directors. He joins a group of seven other new appointees. BBB’s mission to build an ethical marketplace aligns w …
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.