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Cindy Jacobson

Senior Account Administrator

I have been working in the financial services industry for over 25 years and enjoy assisting our clients with daily administration and operational needs. As a Senior Account Administrator, my goal is to make sure all clients have their operational needs handled appropriately. Originally from New York state, I moved to the Houston area in 1977. Outside of the office, I spend most of my free time with my husband, family members and close friends. I volunteer for family PTA events including the annual Veteran's celebration.

Professional Focus

I have worked side-by-side with Steve Zurlis, Partner for over 14 years. My focus is on welcoming new clients to our team and building long-term relationships with all family members. My close attention to detail helps to ensure that all client requests are processed accurately and in a timely manner.

Past Experience

  • Wells Fargo Advisors

Education & Professional Achievements

  • Series 7 securities registration
  • Series 63 securities registration
  • Series 66 securities registration
  • Series 9 and 10 securities registration

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