Dave graduated from North Carolina State University in Raleigh, N.C. with a Bachelor of Science in Finance and Marketing. While in school, Dave worked for Merrill Lynch and IJL Wachovia as a Financial Advisor’s assistant, which provided him the foundation to begin his successful career with FIG. Having worked in the retirement financial services for almost a decade now, Dave can apply his experience and expertise to in assisting you with selecting the best annuity products as well as providing creative sales and marketing ideas – all while offering excellent customer service. Dave lives in Uptown Charlotte with his wife Amy.

Dave can be reached by telephone at 1-800-527-1155, Ext. 111 or by e-mail: dave.jacobs@figmarketing.com

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