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portrait of Jeff Stonecliffe
FINANCIAL ADVISOR

Jeff Stonecliffe

AAMS™
108 S Wynstone Park Dr Ste 119, North Barrington, IL 60010opens in a new window
CallSend Me a Message

About Jeff

The ability to impact lives has always been my goal. As an Edward Jones financial advisor, I enjoy the opportunity to work with individual investors to create and implement strategies that work toward specific goals we set together.

Whether it's planning for retirement, saving for college or just trying to protect the financial future of the ones we care for the most, I take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with you and your CPAs and estate-planning attorneys to execute needed actions.

During our initial visit, I...

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • College Savings

Work History

  • Edward JonesDecember 2016 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Lake Forest Grad Sch of ManagMaster of Business Admin
  • Northern Illinois UniversityBachelors

Personal Interests

  • Fishing
  • Hiking
  • Technology
  • Vintage Cars
  • Camping

Team Members

  • Shari Buchanan
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(847) 433-3037

Fax

(877) 369-0524

Office Address

108 S Wynstone Park Dr Ste 119
North Barrington, IL 60010opens in a new window

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