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
- 2024 - now Senior Partner, Wealth Advisor @
- 2011 - 2024 President @ Pillar Wealth Advisors, LLC
- 2008 - 2011 Executive Vice President @ Financial Network
- 2002 - 2008 Senior Financial Advisor @
Michael Bree Education
- College for Financial Planning
Widener University (CFP)
- The American College
CLU (Chartered Life Underwriter)
- The American College
(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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Senior Partner, Wealth Advisor
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Top Jacobi Wealth Advisors Employees
Michael Bree
Senior Partner, Wealth Advisor
Wilmington, DE, US
Jason Maile
Certified Financial Planner™ and Senior Partner
Berwyn, PA, US
Sabrina Lombardi
Operations Specialist
King of Prussia, PA, US
Tracy Barausky
Wealth Consultant
Wayne, Pennsylvania, United States
Kristen Mervine
Chief Impact Officer
Berwyn, PA, US
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