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Senior Wealth Advisor

Preferred Location:
Midwest
Open to Relocation:
No
Portable Assets Under Management:
We are currently representing a CFP and CFA charter holder who is exploring opportunities in the Chicago market. Details below:
  • Currently manages approximately $200M AUM across 45 client households
  • Began his career on the investment side before transitioning into a holistic wealth advisory role and earning his CFP designation
  • Advises affluent and ultra-high-net-worth clients, including approximately a dozen relationships in the $10M-$15M+ range
  • Brings significant experience across tax planning, trust planning, estate planning, and comprehensive wealth management strategies
  • Combines strong investment acumen with a planning-centric approach to client relationships

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