Heather Jacobs has been working with independent wealth advisors since 2014. Prior to joining 1792 Wealth Advisors, she worked for a wealth manager in Bridgewater, New Jersey. Here, her focus was to maintain a high standard of excellence in service and relations. She was the point of contact for the principal’s clients, offering direct support for inquiries and solutions. In 2015, Heather expanded her role and was promoted to client relations manager.
In 1995, Heather graduated from Syracuse University with a bachelor’s degree in psychology. She went on to earn her master’s degree through the School of Social Work at Boston College, sub-concentrating in employee assistance programming. Heather has held various positions in the human resources field.
Heather lives in Chatham, New Jersey, with one crazy dog named Marley, and her two children, Grace and Tyler. She loves to cook, and really enjoys spending time with family and friends. She loves to travel. whenever the opportunity presents itself. If life was a little less hectic, she’d be at the beach with a good book a lot more often.
