Jacob Buckley Email & Phone Number
Wealth Advisor @ Family Financial Partners
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Jacob Buckley Location
- Lexington, KY, US
Jacob Buckley Work
- Wealth Advisor @ (July 2022 - Present)
- Paraplanner @ (October 2021 - July 2022)
- Operations Manager @ Financial Services Company (February 2020 - September 2021)
- Portfolio Analyst @ Financial Services Company (May 2018 - February 2020)
- Financial Services Intern @ Financial Services Company (March 2017 - May 2018)
Jacob Buckley Education
- Morehead State University
Master of Business Administration - MBA
2018-2019 - University of Kentucky
Bachelor of Arts (BA) (Finance)
2015-2018 - University of Kentucky
Bachelor of Arts (B.A.) (Accounting)
2015-2018
Jacob Buckley Skills
- Retirement Income Strategies
- Personal Financial Planning
- Tax Efficiency
- Wealth Management Services
- Financial Planning
- Financial Goals
- Investments
- Stock Market
- 401(k) Retirement Savings Plans
- Individual Retirement Accounts (IRA)
- College Education Planning
- Financial Services
- 457 Plans
- 403(b) Plans
- Financial Advisory
- Risk Management
- Leadership
- Data Analysis
- Accounting
- Time Management
- Teamwork
- Management
- Microsoft Office
- Microsoft Excel
- Microsoft Word
Jacob Buckley Summary
- Jacob Buckley, based in Lexington, KY, US, is currently a Wealth Advisor at Family Financial Partners. Jacob Buckley brings experience from previous roles at Family Financial Partners and Financial Services Company. Jacob Buckley holds a 2018 - 2019 Master of Business Administration - MBA @ Morehead State University. With a robust skill set that includes Retirement Income Strategies, Personal Financial Planning, Tax Efficiency, Wealth Management Services, Financial Planning and more. Jacob Buckley has 2 emails and 1 mobile phone numbers on RocketReach.
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