As a dedicated and accomplished Financial Services professional for over 25 years, Callie has demonstrated a history of success in financial advising, strategic planning, trust administration, insurance planning, lending, relationship building, and investment management to provide appropriate solutions for high-net-worth families. Her passion lies in working with clients to define their goals and implement strategies to help meet their long term financial and life objectives. She has a strong background in community leadership, further enhancing her ability to connect with clients. Callie has achieved numerous accomplishments that have contributed to her success. Prior to joining Gryphon
Callie Jacoby
Director, GFP Wealth Management
Gryphon Financial Partners
United States, Ohio, Toledo
About Me
Profile Information
Director, GFP Wealth Management
Gryphon Financial Partners
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Toledo
Ohio
United States
Jan 14, 2025
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