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SOURCE Raul Jacobs
Chicago-based Company Recognizes Jacobs As A Top Financial Advisor
LOS ANGELES, June 19, 2014 /PRNewswire/ -- Raul Jacobs has been selected to attend Waddell & Reed's annual Circle of Champions conference, a four-day meeting recognizing the company's top financial advisors. The conference takes place Thursday, June 19 to Sunday, June 22 in Dallas. The company will honor him with an award commemorating his outstanding performance on Thursday evening.
Circle of Champions unites Waddell & Reed's executive management, portfolio managers and the company's most successful advisors, exclusively selected based on an analysis of their investments, insurance and financial planning sales. It is the first time Jacobs has been chosen to attend, and the recognition marks a milestone in his quickly expanding career at Waddell & Reed.
"I am extremely honored by the nomination to attend this year's Circle of Champions conference," said Jacobs. "After just two years with the firm, the invitation to join top-ranking advisors at this exclusive event is something I'll value for years to come."
Out of Waddell & Reed's national network of more than 1,700 financial advisors, 550 qualified for this year's event, which will be held at the Gaylord Texan Resort & Convention Center, 1501 Gaylord Trail, Grapevine, TX 76051. Jacobs will attend each day of the conference.
About Raul Jacobs
Raul Jacobs is a Chicago-based financial advisor whose refreshing approach to financial planning involves designing a custom portfolio for every client. He works at Waddell & Reed with a team of reputable portfolio managers who have more than 30 years of experience. Jacobs focuses most of his work on a niche clientele – namely, widows and divorced women. He received his degree in economics with an emphasis in globalization from the University of Oxford in 2010, and has worked at Waddell & Reed since 2012.
About Waddell & Reed
Founded in 1937, Waddell & Reed today has grown to more than 160 registered offices nationwide. The company offers a wide array of investment products and services, as well as a variety of insurance products through arrangements with outside insurance companies.
For more information, please visit http://www.rauljacobs.wrfa.com.
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