PRESS RELEASE
Published November 13, 2024
Alexandria, VA – Thrive Wealth Advisors is thrilled to announce the addition of Jacob Brower asa Client Services Associate. With the goal of becoming a financial advisor in Alexandria, he brings a wealth of experience from his impressive background in financial services, with expertise in asset-backed and mortgage-backed securitization transactions.
Jacob holds a B.S. in Quantitative Finance and a minor in Economics from Stevens Institute of Technology. His professional journey began with internships at the Rhode Island Infrastructure Bank and Deloitte, where he further developed his financial acumen. After graduating in 2020, Jacob joined Deloitte full-time, modeling billions of dollars of transactions while advising leading global investment banks.
In 2022, Jacob transitioned to Gracie Point, where he worked on life insurance premium loan securitizations and the financing of Gracie Point’s $1 billion portfolio. At Thrive Wealth Advisors, Jacob’s skills will enhance the firm’s investment research and portfolio management capabilities. He is also pursuing qualifications to become a Financial Advisor and plans to work toward his Certified Financial Planner(TM) designation.
A native of Alexandria, Virginia, Jacob’s personal interests include skiing, traveling, and following his favorite soccer team, Tottenham Hotspur. He currently resides in Jersey City, New Jersey, and remains committed to personal and professional growth within the financial services sector.
The financial advisors at Thrive Wealth Advisors have over 75 years of combined experience serving clients, primarily focusing on retirement planning, investment management, and comprehensive financial planning. Known for their personalized and client-centric approach, the advisors at Thrive Wealth Advisors offer tailored solutions to help clients pursue financial freedom throughout life’s stages. They emphasize a holistic process that adapts as clients’ financial needs evolve, reflecting their commitment to delivering long-term value.
Jacob Brower’s addition to the team marks a strategic step in Thrive Wealth Advisors’ ongoing commitment to strengthening its service offerings and providing enhanced value to clients. His background in complex financial modeling and securitization will support the firm’s portfolio management team, helping to refine investment strategies and optimize asset allocation. As Thrive Wealth Advisors continues to grow, Jacob’s analytical expertise will play a key role in expanding research capabilities and identifying new opportunities for client portfolios.
Thrive Wealth Advisors serves clients not only in Alexandria, VA, but also across the broader Washington, D.C. metropolitan area and beyond. The firm’s enduring success is a testament to its client-focused philosophy and commitment to delivering meaningful, sustainable results. The addition of new talent, such as Jacob, reflects Thrive Wealth Advisors’ ongoing investment in its people and the communities it serves.
About Thrive Wealth Advisors:
Thrive Wealth Advisors is a leading independent financial advisory firm based in Alexandria, VA. With over 75 years of combined experience, the firm specializes in retirement planning, investment management, and comprehensive financial planning. Thrive Wealth Advisors’ team is committed to helping clients pursue financial independence and success throughout their Lives.
Media Contact
Name
Thrive Wealth Advisors
Contact name
David Brower, CFP(R)
Contact phone
7037404670
Contact address
663 S Washington St
City
Alexandria
State
VA
Zip
22314
Country
USA
Url
https://www.thrive-wa.com/
