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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

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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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