Outside Strategic Partner

Danna Jacobs CFP®

ADPA ® – External

Danna Jacobs was a Client Service Associate at Barclays Wealth working with the top investment advisor at the firm from January 2010 to March 2013. Her team raised over $1.3 billion for private equity partnerships over a three-year period. Danna is now one of the Founding Partners of Legacy Care Wealth, a specialty Financial Planning Firm.

Ms. Jacobs has attained the CFP® and ADPA® designations granted by the Certified Financial Planner Board of Standards, Inc. In addition, she holds an MBA from New York University’s Stern School of Business. She completed her MBA with concentrations in Finance and Entrepreneurship.

Danna Jacobs is a board member of the Student/Partner Alliance (S/PA), a non-profit organization that partners high school students from urban areas with both scholarships and mentors so they can attain a private high school education. She is also leading the development of a Young Professionals Network (YPN) at S/PA. Other non-profit organizations that  Ms. Jacobs has worked with include Habitat for Humanities, Komen Race for the Cure, March of Dimes, and Streetwise Partners.