Midland Wealth Management: Stephanie Jacobs
Investment Services Rockford
Description
As Manager of Financial Planning, Stephanie leads the Wealth group’s financial planning initiatives, partnering with Wealth Advisors, Trust Officers, and Portfolio Managers to develop and manage plans for clients and prospects. Stephanie cultivates strong relationships and rapport, serving clients in every stage of life. With a thorough understanding of financial planning, she helps clients identify their financial needs, wishes, and wants. Stephanie provides personalized solutions that align with each client’s unique circumstances. She strives to educate and empower her clients to make informed decisions and dedicates herself to supporting their long-term financial well-being. Stephanie brings over 25 years of experience in the investment and financial services industry. Prior to joining Midland, she held roles including Director Private Wealth Advisor, Director of Investments, and Portfolio Manager at major Midwestern regional bank holding companies.
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Investment Services(815)231-2710 (815)-231-2710 +18152312710
Map 6838 E. State St.
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