Phil Jacobson

Phil Jacobson


What are three words people use to describe you?

Innovative, Inspiring, Enthusiastic

When you are not working, what do you care about most?

I enjoy spending time with my wife, Cindy and two children Olivia and Nic, preferably on a beach or the mountains skiing. With two kids in college we all treasure the times we can spend together.

What's your MoneyMind®?


Phil Jacobson is a founding principal of United Capital’s Rockford office, where he brings over 20 years of industry experience to his work with clients. Phil’s role for United Capital includes heading up the Growth Optimization Team (GO Team)

The GO Team is the practice management group of United Capital that helps offices optimize their current book of business, grow their business, and develop high performance teams. The GO team is a key part of Client Experience training for new teams and individuals joining our firm.

Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity. Branch: 6876 Spring Creek Road, Rockford, IL 61114, (877) 875-1050.