Scott Segobiano
Financial Advisor | Helping Families, Business Owners & Nonprofits Build Confident Financial Futures
- Role
- Financial Advisor at Edward Jones
- Location
- Joliet, IL, US
- LinkedIn followers
- 500 followers
About Scott Segobiano
I am dedicated to helping successful professionals, families, nonprofits, and business owners navigate the complexities of developing a financial strategy with clarity and confidence. My focus is providing personalized, strategic guidance tailored to each client\'s unique goals and circumstances. From building and preserving wealth to optimizing tax efficiency and securing legacies for future generations, my approach is centered on comprehensive planning and proactive management. I am committed to building long-term relationships, empowering clients to make informed decisions, and supporting their success every step of the way. I earned the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Financial Consultant® designation to deepen my expertise and broaden my ability to deliver comprehensive, holistic financial guidance.Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Jul 2017 — Present · Chicago, IL, US
Helping successful professionals, families, nonprofits, and business owners build and preserve wealth through personalized planning and investment management.Key Responsibilities & Focus Areas- Provide holistic financial guidance tailored to individual goals, values, and life stages- Specialize in retirement planning, investment strategies, estate and inheritance considerations, and tax-efficient wealth transfers- Develop life insurance and protection strategies to safeguard income, family legacies, and business continuity- Guide clients through business succession planning and charitable giving strategies- Oversee all aspects of client relationship management, from onboarding to ongoing service and reviews- Lead a client-focused team committed to delivering high-touch, responsive service
Education
University of Illinois Urbana-Champaign
Bachelor of Science (B.S.), Financial Planning
2011 — 2015
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