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Stephanie Jacobs headshot

Stephanie Jacobs, MBA, AFIM®  

Manager – Financial Planning

As Manager of Financial Planning, Stephanie leads the Wealth group’s financial planning initiatives, partnering with Wealth Advisors, Trust Officers, and Portfolio Managers to create and maintain plans for clients and prospects.

Stephanie prides herself on cultivating strong relationships and rapport, serving clients in every stage of life. With a deep 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 helping clients achieve long-term financial health and success.

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.

Stephanie obtained her Master of Business Administration degree in Finance from Benedictine University and her bachelor’s degree from Rockford College. She is an Accredited Fiduciary Investment Manager, licensed in Life and Health Insurance. Stephanie is actively involved in her community.

 

sjacobs@midlandsb.com

(815) 231-2849

 

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