Jacob Stobart is a Senior Registered Financial Associate that has been providing wealth management services since 2020. Jacob works with clients on a day-to-day basis, assisting them in achieving their financial goals.

Jake began his career with Merrill Lynch in 2020 and joined the Strategic Advice Desk (STRAD) team at Wintrust Investments in 2021. On the STRAD team, he provided clients with clear financial advice that supported their individual needs. Jake now supports the Panici-Dawson Team in Frankfort, Illinois.

Jake graduated from Northern Illinois University with a bachelor’s degree in finance. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds FINRA Series 7 and 66 registrations.