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Brad Jacobs

Senior Advisor

CFP®, TGPC

As a Senior Advisor on the Ring Winegrad Hunady & Sallaberry 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 & Sallaberry 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

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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