Aimee Jacobs Email & Phone Number

Over 30 years of experience in the financial services industry. Joined Stifel, Nicolaus & Company, Incorporated in 1999 and is currently the Managing Director of Wealth Planning, Insurance & Annuities. Wealth Planning consists of Financial Planning, Estate & Tax Planning, and Insurance & Annuity Solutions. In 2008, created and began managing a specialized program for high-net-worth investors at Stifel.Prior to managing the Wealth Planning Department, spent two years as a Financial Advisor and nearly eight years as the Supervisor of the Financial Planning Department.Prior to joining Stifel, worked with Merrill Lynch in Chicago, co-managing coverage of 12 institutional investor relationships, including the firm’s largest institutional client.Hold the Securities 7 (General Securities Representative), 31 (Futures Managed Funds), 63 (Uniform Securities State Agent), and 65 (Investment Advisor Representative) securities registrations, as well as her Life, Health, Variable, and Long-Term Care Insurance licenses. In addition, attained the Accredited Wealth Management AdvisorSM (AWMA ™) certification, the Certified Estate PlannerTM (CEP®) certification, is a member of the College for Financial Planning Alumni Association, and a member of the Financial Planning Association.Disclaimer: Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Listed skills include Financial Planning, Retirement Planning, Wealth Management, Estate Planning Strategies, and 2 others.

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  College Of Dupage