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portrait of Rich Jacobs
FINANCIAL ADVISOR

Rich Jacobs

31 Lower Main St Suite 2, P O Box 1639, Morrisville, VT 05661opens in a new window
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About Rich

My name is Rich Jacobs, and I live in Morrisville with my amazing wife, Barbara, who is a veteran teacher and school counselor. One of our daughters is a teacher and the other is a social worker. I was a school counselor and principal prior to becoming a financial advisor. Our family enjoys being service leaders.

Barbara and I invested with Edward Jones to manage our financial goals prior to my becoming a financial advisor in 2011. Today, I enjoy teaching others to organize, build, protect and pass on their wealth. Clients learn to manage such goals as saving for and...

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Insurance & Annuities

Work History

  • Edward JonesJune 2011 to Current

Education

  • Springfield Coll of MAMaster of Education
  • Springfield Coll of MABachelor of Science

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Walking
  • Genealogy
  • Traveling

Team Members

  • Imelda Turner
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(802) 888-4207

Fax

(877) 405-7470

Office Address

31 Lower Main St Suite 2
P O Box 1639
Morrisville, VT 05661opens in a new window

Mailing address

P O Box 1639
Morrisville, VT 05661

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