Find a Financial Advisor or banker

Financial advisors and bankers in Chicago, IL

Start a conversation with a wealth professional and develop a personalized strategy to help reach your financial goals. Select a wealth professionals below to guide your wealth plan.

Wealth Management Advisors and associates

Specializing in clients with $250,000 - $3 million net worth, advisors will work with you to develop a comprehensive wealth and investment plan – and ensure all aspects of your plan align with your goals.
headshot of Murvet Verzivolli

Murvet Verzivolli

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Bhavesh Patel

Bhavesh Patel

Wealth Management Associate, U.S. Bancorp Investments

headshot of Terrence Simpson

Terrence Simpson

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Prashant Thakker

Prashant Thakker

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Mark Roach

Mark Roach

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Robert Steiner

Robert Steiner

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Kathleen Hansen

Kathleen Hansen

Wealth Management Associate, U.S. Bancorp Investments

headshot of Jamie Argueta

Jamie Argueta

Wealth Management Associate, U.S. Bancorp Investments

Wealth Management Bankers

Wealth Management Bankers provide traditional banking services, cash management and financing products, plus specialty services such as asset planning.
headshot of Neil Schimka

Neil Schimka

Wealth Management Banker, U.S. Bank

headshot of Neslihan Sarac

Neslihan Sarac

Wealth Management Banker, U.S. Bank

headshot of Beau Gutierrez

Beau Gutierrez

Wealth Management Banker, U.S. Bank

headshot of Ann Barr

Ann Barr

Wealth Management Banker, U.S. Bank

Private Wealth Advisors and consultants

Specializing in clients with $3 million net worth or more, advisors work to understand your unique goals and priorities, then partner with a team of experts to create your personalized wealth plan.
headshot of Christopher Chepy

Christopher Chepy

Private Wealth Advisor, U.S. Bank

headshot of Christopher Simcox

Christopher Simcox

Private Wealth Advisor, U.S. Bank

headshot of Irvin Ramsburg

Irvin Ramsburg

Private Wealth Advisor, U.S. Bank

headshot of Debora Oberling

Debora Oberling

Private Wealth Advisor, U.S. Bank

headshot of Jonathan Prell

Jonathan Prell

Private Wealth Advisor, U.S. Bank

headshot of Leslie McMillan

Leslie McMillan

Private Wealth Advisor, U.S. Bank

headshot of Ryan Johnson

Ryan Johnson

Private Wealth Advisor Managing Director, U.S. Bank

Disclosures