Kristin Beal
First Vice President, Investments, Wintrust Wealth Management
- Role
- First Vice President, Investments at Wintrust Wealth Management
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Kristin Beal
I am a fee-based personal financial planner providing human centered, comprehensive wealth management to individuals, families, businesses and organizations. Essentially, I serve as a personal CFO to my clients. My range of services includes investment advisory/management and most other financial planning areas such as retirement planning and savings strategies, debt management, insurance benefits, and estate planning. Specialties:*Roth IRA conversion planning * Life transition planning for retirement, change of employment, and inheritance * Pension plan design, management, and advisory to trustees
Experience
First Vice President, Investments
Mar 2014 — Present
As an investment manager at I work with individual and business investors, utiliziing an approach that looks at all facets of their financial needs.
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