JACOB WILLIAM ADVISORY PROMOTES CHRISTINA SNYDER TO PARTNER

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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.

Snyder joined Jacob William Advisory as an associate partner in 2020 with more than 20 years of experience as a wealth advisor and financial planner helping clients address all aspects of their financial lives, including wealth transfer, insurance, taxes, investments, estate and trust planning, retirement, risk management and business planning. That same year, she was named one of the “Top 100 People in Finance” by Top 100 Magazine and one of Exeleon’s 10 Leading Businesswomen of the Year. Prior to Jacob William Advisory, Snyder spent 15 years with PNC Wealth Management, where she advanced to Vice President and Relationship Strategist and specialized in helping high-net worth clients with complex estate, tax, and financial planning needs.

“In Christina’s time with Jacob William Advisory, she has made it abundantly clear her core values align with those of our firm. She prioritizes urgency, clarity, and success for our clients, who trust her to mean what she says and to genuinely care,” says Mark Ring, founding and managing partner and wealth advisor, Jacob William Advisory. “Her professionalism is beyond compare and her energy is always positive, which makes her an absolute pleasure to be with. Plus, she is simply a rockstar in our industry and we look forward to seeing her leadership grow further as partner.”

“Becoming a partner at Jacob William Advisory is very exciting for me, as I deeply believe in the firm’s core values and vision for the future. I love that we have a common purpose, a forward-thinking philosophy, and a culture that promotes growth, independence, and success,” says Christina Snyder. “As partner, I have the opportunity to have a bigger impact on the firm’s future direction and the client experience we provide. It’s also very gratifying to be the first female partner of Jacob William Advisory.”

Snyder currently serves on the board of the Baltimore Estate Planning Council and is a member of its Diversity and Inclusion committee. She is a member of the Financial Planning Association, Collaborative Professionals of Baltimore, Maryland Senior Resource Network Inc, and Life Planning Resources, a professional organization that educates the public on financial and elder care issues. Christina also belongs to Pacesetters, a business development group for Baltimore-based businesses, and The Center Club’s Women in Business. She volunteers on the planned giving advisory council for the Baltimore Symphony Orchestra and Emerging Leaders United for the United Way of Central Maryland.

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