Russell Jacobs started his career in financial planning after graduating from the University of Georgia. He began working with his father and then went on to take his Chartered Financial Consultant®, Chartered Life Underwriter® and CERTIFIED FINANCIAL PLANNER™ certifications. Russell eventually took over the business from his father, where both Russell and Carl continue his legacy of helping people from all walks of life, not just the wealthy.
In this episode, Russell explains the inspiration behind his relationship-first approach, which is called the Rich Planning Process. He also discusses his involvement with several nonprofit organizations: Savannah Foundation, Davis Love Foundation Jekyll Island Foundation, and Epworth by the sea.
Listen in as Russell discusses the holistic, client-centric approach that he and his team are known for at Jacobs Coolidge & Company LLC,.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. Jacobs, Coolidge & Company, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. State of Domicile: GA. CRN202606-4610068