Melvin "Mel" Jacobson
In his role, Mel strives to address the individual needs of each of his clients while taking into account their financial objectives – striving to ensure they have the income they need and a plan designed to pursue the retirement they want. Attentive and dedicated, he fosters long-term relationships with clients and their families in order to provide them with comprehensive financial planning services.
Mel served as a registered representative for more than 42 years with Integrated Resources, Royal Alliance and Financial Partners. He earned his bachelor’s degree from Indiana University.
Originally from Chicago, Mel lives in Bristol with Deborah, his wife of more than 50 years. He was a member of the Elcona Country Club for 25 years and he served as a board member of Elkhart’s Rotary Club and the YMCA, where he acted as its financial chairman. In his free time, Mel enjoys swimming, scuba diving, playing racquetball, and travel.