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Find an Expert

Find an Expert

Jacob Stobart

Jacob Stobart

Registered Financial Associate

Wintrust Investments

Jacob Stobart is a 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 holds FINRA Series 7 and 66 registrations.

 

The Panici-Dawson Team is led by Jonathan Dawson and Cataldo Panici with support from Tracy Schultz and Jacob Stobart.

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