CoverProfile

Callie Jacoby

Director, GFP Wealth Management

Gryphon Financial Partners

United States, Ohio, Toledo

About Me

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

View more

Profile Information

Director, GFP Wealth Management

Gryphon Financial Partners

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Toledo

Ohio

United States

Jan 14, 2025

More profiles to browse

Profile Photo
Robert Swansboro
Senior Investment Director, GFP Wealth Management
Profile Photo
Joel Guth
CEO, Founder
Profile Photo
Michael Solik
Wealth Management Advisor, Head of Investment Solutions
Profile Photo
Austin Altenburg
Director, Wealth Management

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial