- Phone 256-246-9252
- Fax 256-760-2083
- Email jake.jacobs@regions.com
- Location Jake Jacobs is available by appointment at Florence N Seminary St Main
For affluent individuals looking for personalized financial expertise, Regions Private Wealth Management provides a Wealth Advisor who will take an unbiased approach to designing a customized financial strategy, informed by institutional expertise, and tailored to your specific situation.
Jake Jacobs is a Wealth Advisor for Regions Private Wealth Management in Florence, AL who focuses not only on your immediate financial needs, but your complete financial picture to develop a comprehensive strategy to meet your goals.
Your Regions Wealth Advisor can bring a custom team of professionals together to help you maximize the return of your portfolio by helping you:
- Evaluate your current situation
- Set and prioritize your goals
- Make informed decisions based on our analysis and recommendations
- Implement your decisions by outlining action steps and facilitating the process
- Monitor your progress and adjust to new situations
