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Michael Bree

Senior Partner, Wealth Advisor

Jacobi Capital Management LLC

United States, Delaware, Wilmington

About Me

Michael is passionate about helping families: - Develop and implement a wealth management plan to help them reach their financial dreams - Helping Business owners utilize the seven step process to exit their business - Develop strategies to managed the unique challenges of illiquid and concentrated wealth - Make smarter decisions in today's uncertain political, economic and social environment - Obtain an independent second opinion from a top financial advisors in their community. Michael is a two time past President of the Delaware Society of Financial Services Professional, past advisory council member of eMoney Advisory, and the Executive VP of the First Tee of Delaware Board. He is a C

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Profile Information

Senior Partner, Wealth Advisor

Jacobi Capital Management LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Wilmington

Delaware

United States

Jul 26, 2024

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