2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
- With CAPTRUST Since 2022
- 615.377.1177
-
5314 Maryland Way #300
Brentwood, TN 37207
Mickey Jacobs, CFP®
Principal,
Financial Advisor
- Brentwood, TN
- Forest Gump
- My four kids and their families
- I can do all things through Christ who strengthens me. Philippians 4:13
- Integrity, perseverance, and loyalty
Financial Advisors
Mickey Jacobs is a wealth management financial advisor based in Nashville, TN.
Mickey joined CAPTRUST in 2022 from TrustCore Financial Services where he worked for 38 years. He serves as a principal and financial advisor supporting high-net-worth individuals and families. Mickey holds the designation of CERTIFIED FINANCIAL PLANNER™ and a Bachelor of Arts degree from Vanderbilt University.
When he’s not at work, Mickey likes playing golf, walking and running, reading, traveling, and playing with his 13 grandkids.
Education
- Bachelor of Arts degree from Vanderbilt University
Industry Designations
- CERTIFIED FINANCIAL PLANNER™
Industry Involvement
- Member, CFP of Middle Tennessee
- Member and Former Chairman of Board, Tennessee Regional Bank
Memberships
- Deacon in reserve, Christ Presbyterian Church
- Charter member, Brentwood Morning Rotary Club
News & Resources
Endowments & Foundations
Retirement Plans
3 months ago
Managing Institutional Cash, Asset Pools, and Reserves
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...
Announcements
7 months ago
Houston’s Monroe Vos Joins CAPTRUST
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
Retirement Plans
8 months ago
Fiduciary Responsibilities for Non-ERISA Retirement Plans
The Employee Retirement Income Security Act (ERISA) establishes fiduciary responsibilities...
