Adam R. Jacobs, CFA, CFP® | Vice President

Adam R. Jacobs has a diverse background in Financial Services. After graduating from Babson College with an interdisciplinary degree in Investments/Corporate Finance and a concentration in Economics, Adam was an Institutional Fixed Income Trader with State Street Global Advisors in Boston. Adam then went on to start Jacobs Wealth Management, LLC, specializing in risk management using Life, Long Term Care Insurance and Annuities. He is a CFA® (Chartered Financial Analyst) charterholder, a Certified Financial PlannerTM, and is an active member of The Boston Security Analysts Society (BSAS).