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Jacky Phan

Jacky Phan

Associate,
Relationship Manager

Financial Advisors

Jacky Phan is a relationship manager based in San Antonio, TX.

We welcomed Jacky to our team in 2021. As a relationship manager, he supports the firm’s operations in all aspects of wealth management.

Jacky joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he served as an associate wealth advisor. Jacky earned a Bachelor of Business Administration degree in finance from the University of Texas at San Antonio.

Outside of work, Jacky enjoys any indoor activity and spending time with his three pets.

Education

  • Bachelor of Business Administration degree in finance from the University of Texas at San Antonio
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