Callie Jacoby, CFP®

As a dedicated and accomplished Financial Services professional for over 25 years, Callie has demonstrated a history of success in financial advising, strategic planning, trust administration, insurance planning, lending, relationship building, and investment management to provide appropriate solutions for high-net-worth families. Her passion lies in working with clients to define their goals and implement strategies to help meet their long term financial and life objectives. She has a strong background in community leadership, further enhancing her ability to connect with clients.

Callie has achieved numerous accomplishments that have contributed to her success. Prior to joining Gryphon Financial Partners, Callie was Senior Vice President at PNC Private Bank. She consistently received one of the highest employee and client satisfaction scores in the Midwest Region, reflecting her commitment to delivering exceptional service.

Callie states, “My goal is to continue leveraging my experience to make a difference in the lives of clients and the success of Gryphon Financial Partners. I am passionate about developing and implementing strategies that enhance client satisfaction, help the firm grow, and achieve long-term success.”

Callie earned her Bachelor of Arts (BA) in Business from Hillsdale College and her Master of Business Administration (MBA) – Business & Organizational Leadership from The University of Findlay. Callie has actively engaged in community involvement, serving as a board member for Imagination Station, Toledo Zoo and Pettisville School Foundation. These involvements highlight her dedication to making a positive impact beyond the financial industry.