Eli SanchezWealth Advisor
209 S. LaSalle Street, Suite 1200
Chicago, IL 60604
His foremost consideration is the client’s financial security and peace of mind using strategies tailored to each client’s unique goals. Drawing upon a deep rooted desire to deliver exceptional wealth management experience to his clients, Eli seeks to gain a complete understanding of each client’s financial situation. This often entails coordinating the development and implementation of investment strategies with a client’s CPA, attorney and other trusted advisors. The result is a high level of satisfaction and trust from his clients. Eli is also bi-lingual with complete fluency in Spanish.
Investment strategies for individuals, corporate executives & business owners.
Assist retirement plan sponsors with plan design, investment selection & employee education
Business financing and capital raising.
Succession planning and transition management.
Eli joined the firm in 2012 after seven years at Merrill Lynch.
|Education||BA, Economics, Hope College, Holland, MI|
|Credentials & Licenses||Series 7,31,66, Insurance|
|Personal||Lives in Hinsdale with his wife Lynne. They have 2 grown children.|