Top Wealth Management Advisors in Greater Chicago Area
Sloan Luckie
Wealth Management Advisor
Greater Chicago Area
Wealth Management Advisor
Vice President
Vice President
Associate
Audit Supervisor
Audit Supervisor
New York University - Leonard N. Stern School of Business
University of Hartford
Recommendations: 17
Investments
Equity Research
Business Planning
Financial Analysis
Financial Modeling
Product Marketing
Business Process Improvement
Marketing Strategy
s****[email protected]
s****[email protected]
Rich Woo
Wealth Management Advisor
Greater Chicago Area
Wealth Management Advisor
National TV Campaign
University of Illinois at Urbana-Champaign
Recommendations: 14
Financial Analysis
Finance
Investments
Risk Management
Retirement Planning
Analysis
Financial Services
Wealth Management
r****[email protected]
Ryan Carter, CFP®
Assistant Vice President, Associate Administrative Manager
Greater Chicago Area
Assistant Vice President, Associate Administrative Manager
Wealth Management Advisor
Financial Advisor
Director Of Marketing
Corporate Business Analyst
Staff Accountant
Private Wealth Management Intern
Math Laboratory Tutor
Lake Forest Graduate School of Management
College for Financial Planning
Northwestern University
Lake Forest College
University of Pittsburgh
Recommendations: 9
Financial Analysis
Portfolio Management
Asset Allocation
Mutual Funds
Leadership
Cash Flow
Analysis
Management
r****[email protected]
Jenya Rose, EA, Taxes/ Investments/ Retirement Planning
Wealth Management Advisor
Greater Chicago Area
Wealth Management Advisor
Tax Preparer and Wealth Management Advisor
Tax Preparer
Tax Preparer
Licensed Financial Client Coordinator
Administrative Director
Communications Coordinator
Seasonal Tax Preparer
Executive Assistant
Owner
The George Washington University
Emperor's College of Traditional Oriental Medicine
Emma Willard School
Norwich University
Summit School
Recommendations: 8
Tax Preparation
Financial Services
Insurance
401k
Financial Advisory
Financial Planning
Tax Returns
Tax
j****[email protected]
Christy Pedersen, CFA, CFP®
VP, Financial Planning
Greater Chicago Area
VP, Financial Planning
Wealth Management Advisor
Managing Director
Manager
Associate Analyst
Manager
Northwestern University - Kellogg School of Management
Northwestern University
Webster Groves High School
Recommendations: 5
Equities
Valuation
Financial Modeling
Mutual Funds
Strategy
Investments
Asset Management
Equity Research
c****[email protected]
Travis Boothe
Associate Wealth Management Advisor
Greater Chicago Area
Associate Wealth Management Advisor
Financial Representative
Logistics Executive Team Leader
Grounds Crew
Illinois Wesleyan University
Willowbrook High School
Recommendations: 3
Sales
Leadership
Customer Service
Microsoft Excel
Finance
Financial Analysis
insurance
investments
t****[email protected]
Mark E. Cohen
Business Performance Advisor
Greater Chicago Area
Business Performance Advisor
Agent/Owner
Agent
Agency Intern
Insurance and Financial Services Representative
Owner
Wealth Management Advisor
Financial Advisor
The University of Texas at Austin
J.J. Pearce High School
Recommendations: 2
Business Consulting
Employee Engagement
Workforce Optimization
Improving Employee Engagement
Small Business
Sales
Business Development
Life Insurance
m****[email protected]
m****[email protected]
Josh Lerner
Wealth Management Advisor
Greater Chicago Area
Wealth Management Advisor
Trader
Southern Methodist University
Lake Forest High School
Recommendations: 2
Retirement Planning
j****[email protected]
David Gagen
Agent Representative
Greater Chicago Area
Agent Representative
Senior Vice President
Sales Executive
VP Wealth Management Advisor
VP Investment Management and Trust Services
VP-Client Advisory Officer
Trust Officer
Branch Manager - Officer
Tri-State University
Recommendations: 2
Wealth Management
Trust Services
Asset Management
Cross Selling
Wealth Transfer
High Net Worth Individuals
Retirement Services
Client Experience
d****[email protected]
Daniel Aregoni
Brand Ambassador
Greater Chicago Area
Brand Ambassador
Owner
Wealth Management Advisor
Agent
Wealth Management Advisor
Lind-Waldock
Northern Michigan University
WIC
Recommendations: 0
a****[email protected]
Joseph Scandariato
Wealth Management Advisor, Managing Director-Wealth Management
Greater Chicago Area
Wealth Management Advisor, Managing Director-Wealth Management
Loyola University Baltimore
Recommendations: 0
s****[email protected]
Brendan Byrne
Private Client Advisor
Greater Chicago Area
Private Client Advisor
Wealth Management Advisor
Vice President - Financial Consultant
Vice President, Senior Account Executive
Financial Planning Consultant
Financial Advisor
Financial Advisor
Stock Options Trader
Insurance
St. Norbert College
Recommendations: 0
b****[email protected]
Arlene Eason Searle, CFP®, ChFC®
Wealth Management Advisor, Certified Financial Planner®
Greater Chicago Area
Wealth Management Advisor, Certified Financial Planner®
Senior Wealth Manager, Certified Financial Planner®
Senior Vice President, Principal, Certified Financial Planner®
Vice President and Financial Center Manager
Field Vice President, Manager, and Financial Advisor
Lafayette College
The American College
CFP Board of Standards
Universidad Autónoma de Madrid
Recommendations: 0
Certified Financial Planner
Series 7
Series 24
Wealth Management
Investments
Insurance
Comprehensive Financial Planning
New Business Development
a****[email protected]
Martin Cappelle, CLU®, ChFC®
Wealth Management Advisor
Greater Chicago Area
Wealth Management Advisor
Physical Therapist
Marquette University
Carmel High School
Recommendations: 0
Retirement Planning
m****[email protected]
Gigi ChFC,CLU,CLTC
Senior Wealth Management Advisor
Greater Chicago Area
Senior Wealth Management Advisor
Senior Associate
Total Rewards Interest Group Committee Member
Senior A&D Manufacturer's Representative
Northeastern Illinois University
Downers Grove High School South
The American College of Financial Services
Recommendations: 0
Disability Insurance
Employee Benefits
Long-term Care
Financial Advisory
Program Management
Strategic Planning
Mergers & Acquisitions
Health Insurance
g*****@gigiverrey.com
g****[email protected]
Will Tippet CLU, ChFC
Wealth Management Advisor
Greater Chicago Area
Wealth Management Advisor
Sales
Purdue University
Recommendations: 0
w****[email protected]
Chuck Barthelme
Associate Wealth Management Advisor
Greater Chicago Area
Associate Wealth Management Advisor
Knox College
Recommendations: 0
c****[email protected]
Chad CLU
Managing Director and Wealth Management Advisor
Greater Chicago Area
Managing Director and Wealth Management Advisor
Field Director and Wealth Management Advisor
Financial Representative
Managing Broker
Real Estate Agent
The Ohio State University Moritz College of Law
Miami University
The American College
Recommendations: 0
Finance
Management
Sales
Insurance
Wealth Management
Retirement Planning
Real Estate
Investments
c****[email protected]
William Morgan
Sr Manager, Global Corporate FP&A
Greater Chicago Area
Sr Manager, Global Corporate FP&A
Management Consultant
Chief Financial Officer
Manager, Corporate FP&A
Wealth Management Advisor
Assistant Controller
The George Washington University - School of Business
DePaul University - Charles H. Kellstadt Graduate School of Business
East Carolina University - College of Business
Recommendations: 0
Financial Analysis
Strategic Financial Planning
Finance
Financial Reporting
Mergers & Acquisitions
Due Diligence
Forecasting
Analysis
w****[email protected]
Kelly Gore
Supervisor
Greater Chicago Area
Supervisor
Wealth Management Advisory & Brokerage Intern
Market Research Recruiter
Loyola University of Chicago
Recommendations: 0
Wealth Management
Analysis
Management
Market Research
Portfolio Management
Recruiting
Finance
Research
k*****@luc.edu
Allison CFP®
Lead Advisor - Wealth Management Advisor
Greater Chicago Area
Lead Advisor - Wealth Management Advisor
Gies College of Business - University of Illinois Urbana-Champaign
Recommendations: 0
a****[email protected]
a****[email protected]
Mark Thorndyke
Wealth Management Advisor, Managing Director-Wealth Management
Greater Chicago Area
Wealth Management Advisor, Managing Director-Wealth Management
Illinois State University
Lincoln Way HS
Recommendations: 0
m****[email protected]
Adam Waitzman, CLU
Wealth Management Advisor and Field Director
Greater Chicago Area
Wealth Management Advisor and Field Director
University of Illinois at Chicago
Recommendations: 0
a****[email protected]
Meeta CFP®
Managing Director
Greater Chicago Area
Managing Director
Director, VP: Wealth Advisor
Wealth Management Advisor
Regional Manager: Healthcare Financial Services
Branch Manager
Commercial Banker
Northwestern University
Delhi University
Recommendations: 0
m****[email protected]
m****[email protected]
Steven L. Braun, CLU
Wealth Management Advisor
Greater Chicago Area
Wealth Management Advisor
University of Wisconsin-Madison
Nicolet High School
Recommendations: 0
Finance
Investments
Financial Planning
Financial Services
Strategic Planning
Management
Retirement Planning
Wealth Management
s****[email protected]
Michael CFP®
Senior Wealth Management Advisor
Greater Chicago Area
Senior Wealth Management Advisor
Business Development
Portfolio Manager
Partner/Manager
Owner/manager
Northwestern University
Brandeis University
Niles West
Recommendations: 0
r****[email protected]
Robert Weil
Wealth Management Advisor
Greater Chicago Area
Wealth Management Advisor
Sales Manager
Florida International University
Cornell University
Recommendations: 0
Investment Advisory
Wealth Management
Retirement Planning
r*****@mesirowfinancial.com
Steve Domsky, CLU, ChFC, CLTC, CASL
Wealth Management Advisor
Greater Chicago Area
Wealth Management Advisor
Registered Representative
Drake University
Recommendations: 0
Strategic Planning
Retirement Planning
Investments
Finance
Financial Planning
Portfolio Management
Estate Planning
Insurance
s****[email protected]
Sharon CPFA
Wealth Management Advisor, Managing Director
Greater Chicago Area
Wealth Management Advisor, Managing Director
University of Manitoba
Recommendations: 0
s****[email protected]
Tim Moffitt
Financial Advisor - Associate Vice President
Greater Chicago Area
Financial Advisor - Associate Vice President
Wealth Management Advisor
Executive Director, Strategy & Planning
Various Sales Management / Planning Roles Kraft Foods
Northwestern University - Kellogg School of Management
University of Wisconsin - Eau Claire
Recommendations: 0
t****[email protected]
Mark Allen Davids
Registered Representatvie
Greater Chicago Area
Registered Representatvie
Wealth Management Advisor
Leadership Greater McHenry County
Loyola University Chicago
University of Illinois at Urbana-Champaign
Recommendations: 0
Retirement Planning
Strategic Financial Planning
Wealth Management
Estate Planning
Investments
Leadership
Retirement
Portfolio Management
m*****@doriongray.com
John Georgy
Wealth Management Advisor
Greater Chicago Area
Wealth Management Advisor
Board Member
Financial Consultant
DePauw University
Recommendations: 0
Investment Advisory
Strategic Financial Planning
Retirement Planning
IRAs
Investments
Securities
Estate Planning
Wealth Management
j****[email protected]
Jason Perry, CFP, CLU, ChFC
Wealth Management Advisor
Greater Chicago Area
Wealth Management Advisor
Northern Illinois University - College of Business
Recommendations: 0
t****[email protected]
j****[email protected]
Andy Timmerwilke
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater Chicago Area
Wealth Management Advisor, Senior Vice President-Wealth Management
Rasmussen College
Illinois State University
Recommendations: 0
a****[email protected]
Michael Bartenhagen, CLU, ChFC, CLTC
Wealth Management Advisor
Greater Chicago Area
Wealth Management Advisor
Iowa State University
Recommendations: 0
m****[email protected]
m****[email protected]
Scott Kohler,CFP®
CFP, VP, Wealth Management Advisor
Greater Chicago Area
CFP, VP, Wealth Management Advisor
Margin Supervisor
Operations
Professional Musician
University of Phoenix
Berklee College of Music
Tamalpais High School
Recommendations: 0
k****[email protected]
Megan Noga
Wealth Management Advisor, Vice President
Greater Chicago Area
Wealth Management Advisor, Vice President
Millikin University
Recommendations: 0
m****[email protected]
Rod Loewenthal
Wealth Management Advisor, Managing Director-Wealth Management
Greater Chicago Area
Wealth Management Advisor, Managing Director-Wealth Management
University of Michigan Ann Arbor
Niles West High School
Recommendations: 0
r****[email protected]
Powell, Larry
Wealth Management Advisor
Greater Chicago Area
Wealth Management Advisor
Owner
Life Specialist
Owner
Vice President Membership
Broker/Owner
Broker/Owner
Recommendations: 0
Event Management
Term Life Insurance
Change Management
Business Development
Renters
Insurance Brokerage
Property & Casualty Insurance
Umbrella Insurance
l****[email protected]
Mark Guskey, CLU
Wealth Management Advisor
Greater Chicago Area
Wealth Management Advisor
Carthage College
Recommendations: 0
m****[email protected]
Bryan Stiger
Wealth Management Advisor
Greater Chicago Area
Wealth Management Advisor
Internal Wholesaler
Execution Specialist
Analyst
Market Maker
Northern Illinois University
Illinois State University
Recommendations: 0
Alternative Investments
Portfolio Management
ETFs
Series 63
Series 7
Mutual Funds
b****[email protected]
Chadburn Tobias
Cyber Sercurity Engineer
Greater Chicago Area
Cyber Sercurity Engineer
Cyber Security Specialist
Senio Software Architect
Electrician
Project Executive
Geologist
Software Development Engineer
Information Technology Specialist
Software Development Engineer
Software Engineer
Mechanical Engineering Specialist
Computer Programmer
Software Development Engineer
Business Development Executive
Lawyer
GM Operations
Associate
Mechanical Engineer
Mail Clerk
JET Engine Machanic
Heating Air Conditioning Design Engineer Construction
Medical Doctor
Vice President Solutions
IT Engineer
Business Development Executive
Wealth Management Advisor
Chief Investment Officer
Apple Solutions Consultant
Engineer
Operations
Investment Manager
Information Communication Technology Consultant
Broker
Business Owner
Computer Programmer
Technical Support Engineer
Business Development Executive
Computer Software Engineer
Business Consultant
Technical Lead
Business Development Executive
Business Development Executive
Doctor Of Physical Therapy
Aviation Electrician
Investment Management
Web Software Developer
Business Development Operations Manager
Senior Software Engineer
Business Development Executive
Logistics
IT System Engineer
Colorado Technical University
Illinois Institute of Technology
University of California, Berkeley
Recommendations: 0
