TOP 30 Bank officer services in Aurora, Illinois

13 results found

Danielle Rouille - State Farm Insurance Agent is an insurance agency located at 1209 Oak Street, North Aurora, Illinois, United States. We are conveniently located west on Oak Street past Randall & Oak Street Intersection, right next to Top Pain Center. We provide insurance services to the Chicagoland area and are available 24/7 to assist you with all your insurance needs. Our services include auto, home, renters, business, life, and health insurance quotes. Our team is dedicated to being good neighbors in the community and often participates in local events. We offer tips and solutions for various insurance-related scenarios, such as pumping the wrong fuel, rural road driving safety, and troubleshooting motorcycle issues.

Andrew Wright - State Farm Insurance Agent is located at 640 North River Road in Naperville, Illinois, United States. Andrew Wright, who joined State Farm in 2019, is licensed in Illinois and has expertise in banking products. With a background in the car industry, Andrew uses his knowledge to ensure customers are well-protected and receive the best deals possible. He takes pride in educating customers on the benefits of doing business with his agency, especially in areas such as Auto, Home, Renters, Life, Health, and Pet Medical insurance. Andrew, a Naperville resident and father of two, is committed to helping families protect themselves with essential coverages like life insurance. The office serves various areas in Illinois, including Naperville, Aurora, Wheaton, and Elgin, among others. The team at Andrew Wright - State Farm Agent is dedicated to helping customers manage risks, recover from unexpected events, and achieve their dreams.

Mike Lucas - State Farm Insurance Agent is an insurance agency located at 721 Bedford Road in Morris, Illinois. The agency is led by Mike Lucas, an Illinois native and graduate of Illinois State University with degrees in Insurance and Business Management. With over 15 licensed team members and 100 years of combined experience, the agency offers a range of insurance services including auto, home, renters, and life insurance. The agency is committed to serving the Spanish-speaking community with three bilingual team members. Mike Lucas and his family are deeply involved in the Aurora and Morris communities and strive to provide reliable insurance coverage for Grundy County residents. Customers can visit the office for assistance with their insurance and financial needs. The agency also provides tips on various topics such as drunk driving, dust reduction, and basement flooding. Securities and investment products are distributed by State Farm VP Management Corp, and life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. Customers can contact the agency at (815) 942-5890 for assistance.

Carolyn S. Swafford - Wealth Management, located at 37 South River Street in Aurora, Illinois, is a finance institution specializing in personal trusts accounts, including Revocable and Irrevocable Trusts, Guardianships, Estates, and Special Needs Trusts. Vice President and Trust Officer Carolyn Swafford, with over 23 years of experience, also serves as the Land Trust and 1031 Exchange Administrator for Old Second National Bank. She is a Certified Trust and Financial Advisor (CFTA) with a B.S. in Human Resource Management from Northern Illinois University. The institution is committed to serving the financial needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser and wholly owned subsidiary of Old Second National Bank. Clients should be aware of the potential risks involved in any investment strategy and that there are no guarantees of profit or exceeding benchmarks. The institution is not insured by the FDIC or any government agency and investments are subject to possible loss of principal.

Michele Morgan - Wealth Management is a trusted finance institution located at 37 South River Street in Aurora, Illinois, United States. Vice President Trust Officer, Michele A. Morgan, brings over 25 years of trust experience to the institution, specializing in Estate and Trust administration, Guardianships, OBRAs, and Third Party Funded Special Needs Trusts. With the Certified Trust and Financial Advisor (CTFA) designation, Michele ensures that clients' financial matters are handled expertly and efficiently. Old Second National Bank Aurora, a community bank, is dedicated to serving the needs of families and businesses in the local communities. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser. Investors should be aware that all investment strategies involve varying degrees of risk, and there is no guarantee of profit. Not insured by the FDIC or any government agency, investments are subject to potential loss of principal. Contact Michele Morgan - Wealth Management for expert financial guidance and personalized wealth management services.

Andrew Crouch - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Andrew R. Crouch, the Senior Vice President and Senior Trust Officer at Old Second Bank, provides expert guidance to individuals and families on preserving and transferring wealth across generations. Specializing in trust, estate, tax planning, and more, Andrew offers comprehensive services for high-net-worth clients. With a background in law and education, Andrew is a trusted advisor in the field. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. Clients can expect personalized strategies tailored to their financial goals and risk tolerance. Please note that all investments carry risk and there are no guarantees of returns. Contact Andrew Crouch - Wealth Management for professional and trustworthy financial guidance.

Mike Cava, CFA CFP® - Wealth Management is a finance institution located at 37 South River Street, Aurora, Illinois, United States. Mike is a Vice President and Senior Portfolio Manager with Old Second Bank’s Wealth Management Group, bringing over 30 years of investment experience to the table. He co-manages the Fixed Income Common Trust Fund and handles major institutional and individual accounts. Mike holds a B.A. in Economics from Marquette University and a M.A. in Economics from DePaul University. He is also a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER™ professional. Old Second National Bank is committed to meeting the financial needs of families and businesses in the communities they serve. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. River Street Advisors, LLC is a registered investment adviser and operates in states where it is properly registered. All investment strategies carry risks, and there is no guarantee of profit. Investments are not FDIC insured, not deposits or obligations of the bank, and may result in loss of principal.

Steve Meves - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Led by Chief Investment Officer Steve Meves, who has over 16 years of experience managing investments for trust clients, high-net-worth individuals, and institutional relationships. The Investment Team is responsible for investment strategy, market research, security analysis, and portfolio management. Steve also manages client portfolios and co-manages the Equity and Fixed Income Common Trust funds. With a background in Finance, Investments & Banking, Economics, and an MBA from the University of Chicago Booth School of Business, Steve is a Chartered Financial Analyst® and a member of the CFA Society of Chicago and the CFA Society of Milwaukee. Old Second National Bank Aurora is committed to serving the needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser. Investors should be aware that all investment strategies carry risk and there is no guarantee of profit. Not insured by the FDIC or any government agency, investments are subject to risks, including possible loss of principal.

Brad Johnson - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Brad Johnson, Vice President and Investment Officer at Old Second Bank’s Wealth Management Group, offers investment advisory and financial planning services through River Street Advisors, LLC. Brad holds a Bachelor of Science in Finance and a Master of Science in Finance from the University of Illinois Urbana-Champaign, as well as the designations of Chartered Financial Analyst and Certified Financial Planner. With expertise in managing individual and institutional accounts, Brad co-manages the Equity Common Trust Fund and major institutional accounts. Old Second National Bank Aurora is committed to meeting the financial needs of families and businesses in the local communities. Please note that all investment strategies come with risks, and there is no guarantee of profits. River Street Advisors, LLC is a registered investment adviser and operates in compliance with state regulations. Investments are not insured by the FDIC or any government agency and may result in the loss of the principal amount invested.

Sean O'Connor - Wealth Management is a finance institution located at 37 South River Street, Aurora, Illinois, United States. Sean O'Connor is a 1st Vice President and Manager of Retirement Plan Services with over 25 years of experience in financial planning. He specializes in designing and implementing innovative retirement plan solutions for clients with assets ranging from 250K to 250MM. The institution is a part of Old Second National Bank Aurora, a community bank dedicated to serving the needs of families and businesses in the local communities. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser. Clients should be aware of the potential risks involved in investing, as there are no guarantees of profits and there is a possibility of loss. Sean O'Connor - Wealth Management is committed to providing personalized and professional financial services to help clients achieve their financial goals.

Jacquelyn Volkert - Wealth Management is located at 37 South River Street in Aurora, Illinois, United States. This finance institution is led by Senior Vice President Jacquelyn "Jackie" Volkert, who brings over 30 years of trust experience to Old Second Bank. Jackie serves as a Relationship Manager and Senior Trust Officer, overseeing personal and business relationships, as well as managing the Irrevocable Insurance Trust and other trust operations. She holds certifications from the University of Wisconsin and Northwestern University. Old Second National Bank Aurora is committed to meeting the financial needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a subsidiary of the bank. River Street Advisors, LLC is a registered investment adviser and operates in compliance with state regulations.

"Ed" Edward Gorenz - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Edward "Ed" J. Gorenz, a Vice President and Trust Officer at Old Second Bank’s Wealth Management Group, has over 27 years of trust and investment experience. He manages personal trust and estate administration relationships and is a member of various Wealth Management committees. Ed holds a Bachelor of Science degree from the University of Illinois and a Master of Science in Finance degree from Northern Illinois University. Additionally, he has attended Northwestern University’s National Trust School and Southern Illinois University’s Illinois Banking School. Old Second National Bank Aurora is a community bank committed to serving the needs of families and businesses in the local communities. Investment advisory and financial planning services may be offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. River Street Advisors, LLC is a registered investment adviser and operates in states where it is properly registered. Investment strategies involve risks, and there is no guarantee of profitability. Investments are not insured by the FDIC or any government agency, not deposits or obligations of the depository financial institution, and are subject to potential loss of principal.

Jacqueline Runnberg - Wealth Management is located at 2 South York Road in Bensenville, Illinois, United States. As a 1st Vice President and Wealth Advisor with Old Second Bank's Wealth Management team, Jacqueline Runnberg brings over 20 years of Trust and Investment experience to her role. She specializes in advising high net worth individuals, families, and business owners in the planning and management of their wealth. Jacqueline coordinates a team of specialists to provide clients with advanced financial planning, investment and money management, tax planning, estate planning and administration, charitable giving, and wealth transfer services. Jacqueline is a Certified Financial Planner™ (CFP®) professional, with a BA from Michigan State University and a Certificate Program in Financial Planning from DePaul University. She is a member of the Financial Planning Association and the Fox Valley Estate Planning Council.