{"product_id":"katie-jacobson-14","title":"Katie Jacobson '14","description":"\u003ch4\u003e\n\u003cstrong\u003eVICE PRESIDENT \u0026amp; WEALTH ADVISOR | CFP®\u003c\/strong\u003e\u003cbr\u003e\u003cstrong\u003eBA ’14 (University of Minnesota-Morris)\u003c\/strong\u003e\u003cbr\u003e\u003cstrong\u003eAlumni Association Life Member\u003c\/strong\u003e\u003cbr\u003e\n\u003c\/h4\u003e\n\u003ch3\u003e\n\u003cstrong\u003eChampioning Net Worth + Self Worth\u003c\/strong\u003e\u003cspan\u003e\u003c\/span\u003e\n\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003e\u003cstrong\u003eABOUT KATIE\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eWealth is personal. Losing my Dad early taught me that wealth carries our stories, our values, and the vision we hold for the people, places, and things we love. My work is helping clients to bring clarity and calm to that story so that their resources support who they are—and who they’re becoming.\u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003ePeople often tell me they feel grounded and seen when we work together. I pair strong technical guidance with genuine care, helping clients make confident decisions for themselves, their families, their businesses, and the communities they shape.\u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eMy path has always centered on service: from healthcare IT at Epic to supporting Members of Congress and the Library of Congress in Washington, D.C. through high-visibility events and institutional engagements. Those experiences taught me how to listen closely and without bias, navigate complexity, and show up with steadiness when it matters.\u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eI bring that same approach to every client relationship, helping people use their wealth with intention, purpose, and impact.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e\u003cstrong\u003eABOUT BERNSTEIN PRIVATE WEALTH MANAGEMENT\u003c\/strong\u003e\u003cbr\u003eBernstein Private Wealth Management helps ultra-high-net-worth and high-net-worth clients plan for – and live with – the complexities of wealth by providing personalized solutions tailored to their values and needs.\u003cbr\u003e\u003cstrong\u003e\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e\u003cstrong\u003eAFFILIATIONS:\u003c\/strong\u003e\u003cbr\u003e     o AFFILIATIONS: \u003cspan style=\"text-decoration: underline;\"\u003eAmerican Swedish Institute\u003c\/span\u003e | Member, Board of Trustees\u003cbr\u003e     o  University of Minnesota Alumni Association | Life Member\u003cbr\u003e     o Women’s Health Leadership Trust | Member, Mentor\u003cbr\u003e     o University of Minnesota Athletics Department | Mentor, Speaker, Volunteer\u003cbr\u003e     o Minnesota Orchestra | Community Volunteer\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eEDUCATION \u0026amp; CREDENTIALS\u003c\/b\u003e:\u003cbr\u003e\u003cspan style=\"text-decoration: underline;\"\u003eUniversity of Minnesota-Morris (2014 | with distinction):\u003c\/span\u003e\u003cbr\u003e     o Bachelor of Arts: Economics\u003cbr\u003e     o Bachelor of Arts: Management-Global Business\u003cbr\u003e     o Bachelor of Arts: Spanish\u003cbr\u003e\u003cspan style=\"text-decoration: underline;\"\u003eFINRA Registrations:\u003c\/span\u003e Series 7, Series 6, Series 63, SIE\u003cbr\u003e\u003cspan style=\"text-decoration: underline;\"\u003eMN (+ other state) Insurance Licenses:\u003c\/span\u003e Life, Accident \u0026amp;; Health, Variable Insurances\u003cbr\u003e\u003cspan style=\"text-decoration: underline;\"\u003eDesignations\u003c\/span\u003e:\u003cbr\u003e     o CFP® (CERTIFIED FINANCIAL PLANNER™)\u003cbr\u003e     o ChFC® (Chartered Financial Consultant)\u003cbr\u003e     o CLU® (Chartered Life Underwriter)\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eContact\u003c\/strong\u003e\u003cbr\u003e\u003cimg height=\"50\" width=\"50\" src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/2422\/6849\/files\/phone-46-xl.png?v=1652726240\u0026amp;width=700\"\u003e \u003cimg height=\"50\" width=\"50\" src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/2422\/6849\/files\/website-optimization-2-xl.png?v=1652726229\u0026amp;width=700\"\u003e \u003cimg height=\"50\" width=\"50\" src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/2422\/6849\/files\/linkedin-4-xxl.png?v=1652801237\u0026amp;width=700\"\u003e \u003cimg height=\"50\" width=\"50\" src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/2422\/6849\/files\/email-14-xxl.png?v=1652801343\u0026amp;width=700\"\u003e\u003c\/p\u003e","brand":"Bernstein Private Wealth Management","offers":[{"title":"Default Title","offer_id":59125528854860,"sku":"bqs1791515374639","price":76.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1051\/5660\/8332\/files\/katie-jacobson-14_1.png?v=1791515379","url":"https:\/\/www.doveandfield.shop\/products\/katie-jacobson-14","provider":"clupsgania","version":"1.0","type":"link"}