Who We Are

Anne Jacobs, FPQPTM

Director of Client Relations

Anne’s 30 years of experience in financial services combined with her huge heart and superlative communications skills make her the perfect ambassador for Linea’s clients. 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. Anne is keenly focused on ensuring a smooth, efficient, and enjoyable experience for everyone at Linea Private Wealth Management.

Anne has developed expertise in operations, compliance, marketing, and human resources throughout her career. In addition to addressing Linea’s unique client needs, she also oversees the firm’s marketing and communication efforts. She graduated from Western New England University in 1991 with a Bachelor of Science in Business Administration (BSBA). Later, she earned her Financial Paraplanner Qualified Professional (FPQP) designation from the College of Financial Planning.

Anne and her college sweetheart, Mike, have been married for more than 25 years and have a grown son and daughter. The family—including their two “spoiled rotten” Doodles—reside in Smyrna, Georgia, where Anne enjoys working out regularly, especially cycling and running.