Neil J. Moscicki,  CFP<sup>&reg;</sup> - Financial Advisor

Neil J. Moscicki, CFP®

Senior Vice President, Investments

Wintrust Wealth Management

165 W Lake Street
Bloomingdale, IL 60108
FINANCIAL ADVISOR'S WEBSITE
(847) 879-7922

General

Neil Moscicki is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wintrust Wealth Management in Bloomingdale, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CPWA

Insurance Licenses

  • Life insurance: IL
  • Health/disability insurance: IL
  • Fixed annuities: IL
  • Variable annuities: IL

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Annuities, Banking, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources