Michael Bree Email & Phone Number
Senior Partner, Wealth Advisor @ Jacobi Wealth Advisors
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Michael Bree Location
- Wilmington, DE, US
Michael Bree Work
- Senior Partner, Wealth Advisor @ (June 2024 - Present)
- President @ Pillar Wealth Advisors, LLC (December 2011 - June 2024)
- Executive Vice President @ Financial Network (June 2008 - December 2011)
- Senior Financial Advisor @ (June 2002 - June 2008)
Michael Bree Education
- College for Financial Planning
Widener University (CFP)
2006 - The American College of Financial Services
CLU (Chartered Life Underwriter)
- The American College of Financial Services
Chartered Financial Consultant
- University of Delaware
- Widener University
Michael Bree Skills
- Wealth Management
- Financial Advisory
- Certified Financial Planner
- Financial Planning
- Personal Finance
- Strategic Planning
- Management
- Investments
- Leadership
- Finance
- Marketing
- New Business Development
- Customer Service
- Sales
- Microsoft Excel
- Process Improvement
- Business Development
- Team Building
Michael Bree Summary
- Michael Bree, based in Wilmington, DE, US, is currently a Senior Partner, Wealth Advisor at Jacobi Wealth Advisors. Michael Bree brings experience from previous roles at Pillar Wealth Advisors, LLC, Financial Network and DVFG Advisors, LLC. Michael Bree holds a Widener University in CFP @ College for Financial Planning. With a robust skill set that includes Wealth Management, Financial Advisory, Certified Financial Planner, Financial Planning, Personal Finance and more. Michael Bree has 2 emails and 3 mobile phone numbers on RocketReach.
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