CONSORTIUM MEMBER SINCE 2014

Anne Jacobs, FPQP®

Operations Manager

Linea Private Wealth Management, LLC.
3715 Northside Parkway, Building 300, Suite 600
Atlanta, GA 30327

Phone  |  770/731-8500
Fax  |  770/731-8504
E-mail  |  Anne.Jacobs@lineawealth.com
Website  |  www.Lineawealth.com



Member Profile

Client Vision

Anne has worked in the financial industry for over 20 years. She began working with Howard Katz & Justin Davidson in 2007, when her family moved to GA. During Anne’s career she has become experienced in operations, marketing and relationship management. As her career progressed, Anne earned her Financial Pararplanner Qualified Professional designation from the College of Financial Planning. In her role with Linea Private Wealth Management, Anne consistently strives for a positive client experience. She works with Howard & Justin to develop a successful business and to growing their practice.


Areas of Expertise

  • Business Administration
  • Compliance
  • Client Service
  • Investment New Business processing & servicing

Outside The Office

Anne grew up in New England, but really loves being in the south! She enjoys riding bikes with her husband, Mike and they can often be found watching their daughter Rachel play soccer. Their son, Ben is currently attending the University of GA in the honors program. Anne is an avid reader and loves to snuggle with her three dogs.









TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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