Private Wealth Advisor
Zeb Jackson is an experienced and knowledgeable Private Wealth Advisor who has contributed to the financial services industry for 25 years based out of Maumee, OH.
His long-standing experience, attention to detail, passion, and ability to build & maintain strong relationships are symbols of the appreciation he has for his clients. As an Advisor, his main goal has always been to listen, understand clients concerns, help them make well-informed decisions on what types of investments are right for them and emphasizing the need to adjust the plan over time as their goals and needs change.
Zeb specializes in creating and managing investment portfolios with those looking for capital preservation, growth, income, tax-efficiency, or leaving a legacy. His clients are those looking to retire soon who are Automotive industry employees, Public Sector employees such as Doctors, Health Practitioners, Teachers, or those employed by the local cities, counties or state of Ohio, small business owners and retirees. He is supported by dedicated retirement, estate, and insurance planners whose teamwork and professionalism helps him build and maintain long-term relationships with his clients while consistently providing excellent customer service.
Zeb earned his B.A. in Political Science as a student/athlete from Bowling Green State University. He has a 19yr old Son also named Zeb who is a student/athlete at the University of Michigan. Outside of his office, he enjoys spending time with family and friends, volunteering in his community, attending sporting events, contemplating golf, and learning new things.