Jacqueline Weiss

LBMC, PC

 

Member profile details

 

Contact Details

First name
Jacqueline
Last name
Weiss
Suffix
CDMM
Badge Name
Jacqueline Weiss CDMM
Company
LBMC, PC
Profile Photo
 

Organization Details

Establishment Date
1986
Services Provided
  • Bill payment services for individuals and families
  • Budgeting
  • Facilitation of household payroll
  • Financial record management
  • Notary services
Accepting new clients?
Yes, accepting new clients
Specialty
  • Adult Children
  • Busy Professionals
  • High Net Worth Individuals and Families
  • Non-profit Organizations
Remote Service
Yes, works remotely
Biographical Information
I have been a DMM since 1999, working for 13 years in Business Management on Nashville's Music Row. I am currently a manager in the LBMC Family Office, a practice specializing in DMM work for high net worth families, Trusts, Foundations, farms and small businesses. We are integrated in LBMC's Wealth Advisors Group, so between the Family Office, Tax and our Investment Advisors practice, we have a solid core of trusted advisors internally and many branches out into the community for external advice.
Certified CDMM
Yes
 

Main Office

Office 1: Address
201 Franklin Road
Office 1: City
Brentwood
Office 1: State
Tennessee
Office 1: Zip
37027
Office 1: Phone
615-309-2459
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