Who We Are
Anne Jacobs, FPQPTM
Director of Client Relations
Anne began working with Howard Katz and Justin Davidson when she moved to Georgia with her family in 2007 and now serves as the firm’s Director of Client Relations.With 30+ years of experience in financial services, Anne Jacobs brings a winning combination of expertise, heart, and communication skills to Linea Private Wealth Management.
Anne’s career has spanned operations, compliance, marketing, and human resources, making her a resourceful leader in the financial space. She earned her Bachelor of Science in Business Administration from Western New England University and later achieved her Financial Paraplanner Qualified Professional (FPQP™) designation from the College of Financial Planning.
Beyond the office, Anne thrives on movement—whether Pilates, running, or keeping up with her family in Kennesaw, Georgia. She and her husband, Mike, have been together for more than 30 years, raising two incredible children and three equally spoiled Doodles.