Dan has been a part of the financial services industry for more than thirty years. His customized client advice is derived from meaningful relationships developed through heartfelt and intentional dialogue... show more
Chicago, IL
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Robert C. Jackway is an investment adviser at Vital Wealth Management, LLC. Mr. Jackway first began his career in the financial services industry as an independent insurance agent in 1977.... show more
Specialties: Asset Management‚ Business Insurance‚ Estate Planning‚ Retirement Planning‚ Tax Planning
David Kinnear is the senior member of the Kinnear Family Wealth Management Group of Wells Fargo Advisors, an advisory team that works with high net worth individuals and their families... show more
Specialties: Business Insurance‚ Estate Planning
As a Partner Emeritus of SAGE Private Wealth Group, Nick is involved helping set direction for the firm by working with Senior Advisors who are looking to ease their way... show more
Specialties: Comprehensive Financial Planning
Sharon Bracke is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated, which primarily works with Individuals and High Net Worth Individuals. Sharon Bracke operates out of Northbrook,... show more
Steve has 17 years of experience in the investment industry, beginning his career in venture capital in the mid 90’s specifically raising money for a startup firm that dealt with... show more
Specialties: Asset Management‚ Retirement Planning
Richard Bone is a financial advisor with Raymond James & Associates, Inc. primarily works with Individuals, High Net Worth Individuals. Richard Bone operates out of Chicago, IL.
Peteris Abuls is a financial advisor with Raymond James & Associates, Inc. primarily works with Individuals, High Net Worth Individuals. Peteris Abuls operates out of Chicago, IL.
Bruce Lee is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated primarily works with Individuals, High Net Worth Individuals. Bruce Lee operates out of Chicago, IL.
Richard Reich is a financial advisor with Royal Alliance Associates, Inc. primarily works with Individuals, High Net Worth Individuals. Richard Reich operates out of Oak Park, IL.
Specialties: Comprehensive Financial Planning