Katie Jacobson '14

VICE PRESIDENT & WEALTH ADVISOR | CFP®
BA ’14 (University of Minnesota-Morris)
Alumni Association Life Member

Championing Net Worth + Self Worth

ABOUT KATIE

Wealth is personal. Losing my Dad early taught me that wealth carries our stories, our values, and the vision we hold for the people, places, and things we love. My work is helping clients to bring clarity and calm to that story so that their resources support who they are—and who they’re becoming.

People often tell me they feel grounded and seen when we work together. I pair strong technical guidance with genuine care, helping clients make confident decisions for themselves, their families, their businesses, and the communities they shape.

My path has always centered on service: from healthcare IT at Epic to supporting Members of Congress and the Library of Congress in Washington, D.C. through high-visibility events and institutional engagements. Those experiences taught me how to listen closely and without bias, navigate complexity, and show up with steadiness when it matters.

I bring that same approach to every client relationship, helping people use their wealth with intention, purpose, and impact.

ABOUT BERNSTEIN PRIVATE WEALTH MANAGEMENT
Bernstein Private Wealth Management helps ultra-high-net-worth and high-net-worth clients plan for – and live with – the complexities of wealth by providing personalized solutions tailored to their values and needs.

AFFILIATIONS:
     o AFFILIATIONS: American Swedish Institute | Member, Board of Trustees
     o  University of Minnesota Alumni Association | Life Member
     o Women’s Health Leadership Trust | Member, Mentor
     o University of Minnesota Athletics Department | Mentor, Speaker, Volunteer
     o Minnesota Orchestra | Community Volunteer

EDUCATION & CREDENTIALS:
University of Minnesota-Morris (2014 | with distinction):
     o Bachelor of Arts: Economics
     o Bachelor of Arts: Management-Global Business
     o Bachelor of Arts: Spanish
FINRA Registrations: Series 7, Series 6, Series 63, SIE
MN (+ other state) Insurance Licenses: Life, Accident &; Health, Variable Insurances
Designations:
     o CFP® (CERTIFIED FINANCIAL PLANNER™)
     o ChFC® (Chartered Financial Consultant)
     o CLU® (Chartered Life Underwriter)

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