Heather Jacobs Client Relations Specialist 1792 Wealth Advisors, RJFS

Heather Jacobs is a Client Service Associate who has been working with independent wealth advisors since 2014. Prior to joining 1792 Wealth Advisors, Heather worked for a wealth manager in Bridgewater, NJ. 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 client base, 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 within the human resources field.

Heather currently lives in Chatham, NJ 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. Whenever the opportunity presents, she loves to travel. If life was a little less hectic, she’d be at the beach with a good book a lot more often.