Jake Duvall, ChSNC®

Jake Duvall, CHSNC® Photo
Jake Duvall, CHSNC® Settlement Consultant

About

Jake has been providing financial services to clients nationwide since 2010, though he proudly calls the Southeast home. His career has been dedicated to assisting individuals and families who have received legal settlements and awards from personal injury litigation. Over time, his expertise has expanded to include working with families who have children or loved ones with special needs, ensuring they receive tailored financial guidance.

In addition to his wealth management services, Jake is a licensed insurance agent in multiple states and possesses extensive knowledge of trusts and estate planning. His comprehensive approach ensures that every aspect of his clients’ financial and estate planning needs is carefully addressed.

Jake earned a Bachelor of Arts in Business Administration from Piedmont University and holds the professional certification of Chartered Special Needs Consultant® (ChSNC®).

Residing in metro Atlanta with his wife, Jennifer, and their two children, Ana and Alex, Jake enjoys hockey, football, baseball, and is an avid fan of professional wrestling.

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