Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
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o<br />
2012 <strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong> <strong>Managers</strong><br />
r Professi<br />
FS 28 — <strong>Five</strong> <strong>Star</strong> award information: www.fivestarprofessional.com<br />
Special advertiSing Section<br />
e <strong>Star</strong> Professiona<br />
I know how hard my clients work for their money and why. They do it to build a<br />
meaningful life for themselves and their families. I will work just as hard alongside<br />
my clients, helping them to achieve that life. Each client is distinctly diff erent from<br />
the next investor; doesn't your fi nancial plan deserve to be diff erent too? By taking<br />
a wealth management approach, we will work together to create a working plan<br />
that will respond and change as the events in your life change.<br />
Left to right: Vicki Callaghan, Mark Katz, Larry Katz, three-year winner Sue Katz<br />
© 2012 Morgan Stanley Smith Barney LLC. Member SIPC.<br />
Winning this award for the third time confi rms our focus on client service and<br />
portfolio performance. We are proud to be serving our fi fth generation of families<br />
and hope to continue to exceed client expectations.<br />
Watch a replay of our PBS interview on our website home page. We discuss<br />
selecting and evaluating a fi nancial advisor.<br />
Please contact us for our schedule of complimentary educational seminars off ered<br />
in our Seattle- and D.C.- area offi ces.<br />
Jacqueline M. Jacobsen<br />
Your Vision, My Commitment,<br />
Making a Meaningful Diff erence<br />
• Comprehensive fi nancial planning<br />
• Uncompromising integrity<br />
• Personal commitment to client service<br />
Titles: Vice President – <strong>Wealth</strong> Management,<br />
Financial Advisor<br />
Designations: CIMA®, CPWA®, CFP®, ADPASM , CRPC®, CRPS®<br />
999 Third Avenue, Suite 4500<br />
Seattle, WA 98104<br />
Direct: (206) 344-3550 • Toll-free: (800) 426-7127<br />
jacqueline.m.jacobsen@mssb.com<br />
fa.smithbarney.com/jacquelinejacobsen<br />
Katz Family Financial<br />
Advisors Team<br />
<strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
Partnering With Your Family<br />
for Generations<br />
• Our family advises other families<br />
• Using a proprietary investment model<br />
• A high degree of personal interaction<br />
© <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
MBA in finance with honors<br />
1605 NW Sammamish Road, Suite 250<br />
Issaquah, WA 98075<br />
Phone: (425) 657-2205 • Phone: (301) 961-6030<br />
sue@katzfamilyfi nancial.com • katzfamilyfi nancial.com<br />
© <strong>Five</strong> <strong>Star</strong> Profession<br />
<strong>Star</strong> Pr<br />
<strong>Five</strong> <strong>Star</strong> Profes
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