As a Senior Advisor on the Ring Winegrad Hunady Team, Brad Jacobs brings more than a decade of experience in helping clients achieve their personalized financial goals, which he says is one of the most rewarding aspect of his role.
This experience comes both as a fiduciary to retirement plan sponsors and as a Family CFO, equipping him to advise a diverse set of clients – individuals, families and institutions – while navigating their specific financial complexities.
Brad joined the Ring Winegrad Hunady Team in 2011 after relocating from Wisconsin to the St. Louis area. He earned his B.A. in Economics from DePauw University in 2008.
Outside of Moneta, Brad enjoys traveling, golfing and visiting family in Wisconsin and abroad. As a Wisconsin native, it comes as no surprise that Brad is an avid Green Bay Packers fan – though he is now proud to claim Blues fandom as well. Brad and his wife currently live in Webster Groves and are proud parents to boy/girl twins born in 2018.
- B.A., Economics, DePauw University in Greencastle, IN
- CERTIFIED FINANCIAL PLANNER™
- Tax Exempt and Governmental Plan Consultant (TGPC)
- Series 65 Licensed
