Jackie CFP

Associate Portfolio Manager at FBB Capital Partners - Bethesda, MD, US

Jackie CFP's Colleagues at FBB Capital Partners
Jaime CFP

Senior Portfolio Manager

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Mike Bailey

Author of Stop. Think. Invest. (2022) and Director of Research

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Katy Roediger

Client Service and Marketing Associate

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Toni Groven

Client Services Manager

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Jackie CFP's Contact Details
HQ
301-657-8870
Location
Company
FBB Capital Partners
Jackie CFP's Company Details
FBB Capital Partners logo, FBB Capital Partners contact details

FBB Capital Partners

Bethesda, MD, US • 20 - 49 Employees
Financial Services

It's Personal.At FBB Capital Partners, we are stewards of our clients'​ assets, and we invest solely to meet our clients'​ objectives. We believe that a smart investment plan should focus on both current income requirements and long-term capital appreciation, with an emphasis on long-term wealth management. Most importantly, each investor has unique personal spirations and preferences - and those factors should be reflected in their investment portfolios. FBB Capital Partners is structured to provide professional investment advisory services on a fee-only basis.We are a privately held firm. While the wealth management industry becomes increasingly corporate, FBB continues to operate privately. Our independence allows us to focus on our clients instead of corporate issues.https://www.fbbcapitalpartners.com/important_disclosures/

investment advisors for families and individuals investment advisors for estates and trusts investment advisors for retirement plans and pensions investment advisors for foundations and endowments Financial Services Financial Advisory Services
Details about FBB Capital Partners
Frequently Asked Questions about Jackie CFP
Jackie CFP currently works for FBB Capital Partners.
Jackie CFP's role at FBB Capital Partners is Associate Portfolio Manager.
Jackie CFP's email address is ***@fbbcapitalpartners.com. To view Jackie CFP's full email address, please signup to ConnectPlex.
Jackie CFP works in the Financial Services industry.
Jackie CFP's colleagues at FBB Capital Partners are Jaime CFP, Gretchen Lee, Cazu Barroz, Susan Fulton, Mike Bailey, Katy Roediger, Toni Groven and others.
Jackie CFP's phone number is 301-657-8870
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