April 1, 2021
Hobart Financial Group expands footprint with the addition of JDS Wealth Management
Hobart Financial Group, a Charlotte-based wealth management firm, has expanded its operation to the Mooresville area with the strategic partnership of JDS Wealth Management.
“JDS shares many of our firm’s values and high standards,” said Chris Hobart, CEO of Hobart Financial Group. “They’ve served clients in Mooresville well for many years. We know they’re going to be a great fit for our firm.”
JDS Wealth founder James “Jim” Stillman agreed. “Merging with Hobart Financial allows us to provide a wider array of services. We’re excited to join forces and bring a deeper level of financial planning to our current and future clients.”
Stillman has worked in the financial services industry for over 20 years. He and his office manager, Kelly Stillman Sabin, will join the Hobart Financial Group team, and they will continue to work out of their Mooresville office. Other advisors at Hobart Financial can also meet with clients in Mooresville.
“This expansion is just one thing we’re doing to deepen our roster of expert advisors,” Hobart said. “Jim brings a ton of experience and knowledge to our firm. We’re excited to have both him and Kelly on our team.”