Emily Everett's Location
Chicago, Illinois, United States
Emily Everett's Work
- Retirement Education Specialist @ Wintrust Wealth Management
- Retirement Consultant @ Wintrust Wealth Management
- Wealth Management Advisor @ TIAA
- Senior Financial Consultant @ TIAA
Emily Everett's Education
- Texas A&M
Bachelors (Economics)
2001 - 2005
Emily Everett's Skills
- Series 63
- Consulting
- Relationship Management
- Variable Annuities
- Series 65
- Insurance
- Series 7
- Mutual Funds
Emily Everett's Summary
Emily Everett, based in Chicago, Illinois, United States, is currently a Retirement Education Specialist at Wintrust Wealth Management, bringing experience from previous roles at Wintrust Wealth Management and Tiaa. Emily Everett holds a 2001 - 2005 Bachelors in Economics @ Texas A&M. With a robust skill set that includes Series 63, Consulting, Relationship Management, Variable Annuities, Series 65 and more, Emily Everett contributes valuable insights to the industry. Emily Everett has 1 email on RocketReach.
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Gerard Leenheers
Senior Vice President and Portfolio Manager at Wintrust Wealth Management
Western Springs, IL, US12
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