Jake D. Weber

Jake D. Weber

Financial Advisor, Managing Partner

Jake Weber has long had an interest in financial markets and economics. He began his financial career as an intern with Moff & Associates while pursuing his higher education at the University of Pittsburgh. There, he obtained his Bachelor of Science in Business Administration in Accounting and Finance with a minor in Economics. After receiving his degree, he moved back to his hometown area in Central PA to join Moff & Associates in Williamsport as a full-time advisor. His goal, as an advisor, is to provide the absolute best service to his clients, utilizing his experience in retirement planning, education planning, life insurance, and investment advisory services. Jake understands that every client requires distinct planning and takes pride in his ability to offer a wide spectrum of products and services to align with their specific long-term or short-term goals.

 

Among advising, Jake has shown effective leadership and management with his team-oriented approach. He believes most important is his passion for helping others and assisting them in finding successful strategies in order to achieve their individual goals. Jake is very personable and finds pleasure in developing long-standing relationships with his clients. As a result, he finds his career path extremely rewarding, which is a key measure of his success.

 

Outside of the office, Jake tries to stay as active as he can. He grew up playing many sports and has continued to compete in his adult lacrosse league in Danville with some of his high school teammates. He is also an avid fan of the Pittsburgh Penguins and enjoys attending as many games as possible. Jake enjoys fishing with his friends and hunting with his father at their cabins. In the winter, you can find him skiing down local slopes and he never passes up trying new cuisine or finding new places to visit.

Jake’s future-driven mindset keeps him looking for ways to grow within his professional roles, as well as his personal life, and plans to persevere as an advisor and friend to our clients.

Jake’s future-driven mindset keeps him looking for ways to grow, both professionally and personally, and he is eager to continuously prosper as an advisor and friend to his clients.

Certifications: Series 7

                            Series 66

                            Life Health and Accident