David Farrell
First Vice President at Wintrust Wealth Management
- Role
- First Vice President Wealth Management at Wintrust Wealth Management
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About David Farrell
Financial advisor with investment industry experience managing assets, trading…
Experience
First Vice President Wealth Management
Jul 2015 — Present · Wheaton, IL, US
I am a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with more than 20 years of experience helping my clients prepare for and navigate retirement. My approach to wealth management is hallmarked by my pledge to be thorough, communicative, and accessible.I begin each new client relationship with a detailed dialogue designed to uncover one’s financial needs, goals, and concerns. I then tailor a plan to address both your short- and long-term priorities. While I specialize in retirement planning, my status as a CERTIFIED FINANCIAL PLANNER™ practitioner enables me to coordinate all aspects of a holistic wealth management approach including insurance, investment selection, tax planning, estate planning, and wealth transfer.
Education
University of New Orleans
B.S.
1990 — 1995
Skills
- Asset Management
- Asset Managment
- Asset Allocation
- Equities
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