Jesse Stabile

About Jesse Stabile

Have you ever been to a meeting with a Financial Professional and walked out more confused than when you walked in? Has industry jargon and lack of communication stopped you from receiving the financial advice you’re looking for?As a Certified Financial Planner®, I strive to simplify my client’s financial life, so they can focus on the goals and the people they care about most. Since starting in the industry in 2010, I have helped Retiree’s and Pre-Retirees breakdown their goals and assets to come up with a distribution plan unique to them. I currently serve the Northern Illinois and Southeast Wisconsin markets. I use a holistic approach to financial planning by assisting in the clarification of financial goals, the defining of core values, and the identification of individual investment preferences, then developing a plan to work toward those goals.Prior to joining the Wintrust Wealth Management team, I was a Financial Advisor with BMO Investment Services and Foresters Financial. I earned a Bachelor of Arts degree in Business Administration from Northern Illinois University. I live in Antioch with my wife and two children. I enjoy spending time with family, playing basketball, golf, and watching Chicago sports teams.Licenses held:Series 6Series 7Series 63Series 65Life Insurance and Variable contractsHealth Insurance and Long Term CareThird party posts found on this profile do not reflect the views of Wintrust Wealth Management and have not beenreviewed by Wintrust Wealth Manage as to accuracy or completeness.The financial professionals associated with Wintrust Wealth Management may discuss and/or transact business onlywith residents of the states in which they are properly registered or licensed. No offers may be made oraccepted from any resident of any other state.Securities, insurance products, financial planning, and investment management services offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Trust and asset management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively. Investment products such as stocks, bonds, and mutual funds are not insured by the FDIC or any federal government agency, not bank guaranteed or a bank deposit, and may lose value.Certified Financial Planner Board of Standards, Inc. owns the certification marks, CFP®, CERTIFIED FINANCIAL PLANNER™, and the federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

Experience

1. Certified Financial Plannertm

   Wintrust Wealth Management

   Apr 2022 — Present · Buffalo Grove, IL, US

Education

• College for Financial Planning

  Certified Financial Planner, Financial Planning and Services

  2018 — 2019

• Northern Illinois University

  Bachelor of Arts - BA, Business Administration and Management, General

• Northern Illinois University

  Bachelor of Business Administration (BBA), Business Administration

  2006 — 2010

Skills

• Management
• Social Networking
• Customer Service
• Powerpoint
• Microsoft Excel
• Coaching
• Cold Calling
• Strategic Planning
• Outlook
• Social Media
• Microsoft Word
• Public Speaking
• Microsoft Office
• Sales