Phil Jacobson

Phil Jacobson

VICE PRESIDENT

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®?

Happiness

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.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.